Private Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,101
| Closed | -$507K | – | 89 |
|
|
2020
Q4 | $507K | Hold |
2,101
| – | – | 0.06% | 86 |
|
|
2020
Q3 | $456K | Hold |
2,101
| – | – | 0.05% | 82 |
|
|
2020
Q2 | $403K | Hold |
2,101
| – | – | 0.06% | 82 |
|
|
2020
Q1 | $317K | Buy |
2,101
+6
| +0.3% | +$905 | 0.05% | 95 |
|
|
2019
Q4 | $369K | Hold |
2,095
| – | – | 0.05% | 99 |
|
|
2019
Q3 | $334K | Hold |
2,095
| – | – | 0.05% | 93 |
|
|
2019
Q2 | $330K | Buy |
+2,095
| New | +$330K | 0.05% | 101 |
|