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Planning Capital Management Corporation’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Planning Capital Management Corporation’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,520
Closed -$191K – 677
2023
Q4 		$191K Buy
+2,520
New +$178K 0.15% 86

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Planning Capital Management Corporation's IWF Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 2,520 shares — an estimated $191K sold.

Planning Capital Management Corporation first reported a position in IWF in Q4 2023 and held it in 1 quarter. The position peaked at $191K in Q4 2023. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 2,520 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $191K.
  • Planning Capital Management Corporation first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's iShares Russell 1000 Growth ETF position peaked at $191K in Q4 2023.
  • 1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.