Rand Wealth’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
2018
Q3
$1.25M Sell
7,984
-512
-6% -$79.8K 0.14% 142
2018
Q2
$1.22M Sell
8,496
-51
-0.6% -$7.34K 0.14% 139
2018
Q1
$1.16M Hold
8,547
0.13% 136
2017
Q4
$1.15M Hold
8,547
0.13% 136
2017
Q3
$1.07M Hold
8,547
0.12% 134
2017
Q2
$1.02M Buy
8,547
+455
+6% +$54.1K 0.14% 132
2017
Q1
$921K Buy
8,092
+132
+2% +$15K 0.11% 150
2016
Q4
$835K Buy
7,960
+284
+4% +$29.8K 0.11% 152
2016
Q3
$800K Buy
7,676
+10
+0.1% +$1.04K 0.1% 150
2016
Q2
$769K Buy
7,666
+10
+0.1% +$1K 0.1% 153
2016
Q1
$764K Buy
7,656
+49
+0.6% +$4.89K 0.11% 151
2015
Q4
$757K Buy
7,607
+11
+0.1% +$1.1K 0.11% 148
2015
Q3
$706K Buy
7,596
+3,068
+68% +$285K 0.1% 153
2015
Q2
$448K Buy
4,528
+56
+1% +$5.54K 0.06% 173
2015
Q1
$442K Sell
4,472
-168
-4% -$16.6K 0.06% 172
2014
Q4
$448K Buy
4,640
+278
+6% +$26.8K 0.06% 172
2014
Q3
$400K Sell
4,362
-790
-15% -$72.4K 0.06% 159
2014
Q2
$468K Buy
5,152
+2,031
+65% +$184K 0.07% 147
2014
Q1
$270K Buy
3,121
+5
+0.2% +$433 0.05% 172
2013
Q4
$268K Sell
3,116
-739
-19% -$63.6K 0.05% 171
2013
Q3
$301K Buy
3,855
+261
+7% +$20.4K 0.06% 165
2013
Q2
$261K Buy
+3,594
New +$261K 0.06% 165