RE Dickinson Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $811K | Hold |
202
| – | – | 0.05% | 73 |
|
|
2024
Q3 | $75.8K | Hold |
202
| – | – | 0.04% | 74 |
|
|
2024
Q2 | $73.6K | Hold |
202
| – | – | 0.04% | 73 |
|
|
2024
Q1 | $68K | Hold |
202
| – | – | 0.04% | 72 |
|
|
2023
Q4 | $61K | Hold |
202
| – | – | 0.04% | 72 |
|
|
2023
Q3 | $54K | Hold |
202
| – | – | 0.04% | 77 |
|
|
2023
Q2 | $56K | Hold |
202
| – | – | 0.02% | 146 |
|
|
2023
Q1 | $49K | Hold |
202
| – | – | 0.02% | 158 |
|
|
2022
Q4 | $43K | Hold |
202
| – | – | 0.02% | 153 |
|
|
2022
Q3 | $43K | Hold |
202
| – | – | 0.04% | 78 |
|
|
2022
Q2 | $44 | Hold |
202
| – | – | 0.01% | 82 |
|
|
2022
Q1 | $56K | Hold |
202
| – | – | 0.04% | 84 |
|
|
2021
Q4 | $62K | Buy |
+202
| New | +$62K | 0.05% | 74 |
|