Regal Wealth Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $28.4M | Sell |
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|
2023
Q3 | $26.5M | Sell |
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|
2023
Q2 | $27.8M | Buy |
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|
2023
Q1 | $24.4M | Sell |
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|
2022
Q4 | $21.9M | Buy |
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|
2022
Q3 | $21.6M | Buy |
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|
2022
Q2 | $21.1M | Sell |
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|
2022
Q1 | $25.4M | Buy |
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|
2021
Q4 | $29.1M | Buy |
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|
2021
Q3 | $21.7M | Sell |
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|
2021
Q2 | $22M | Sell |
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|
2021
Q1 | $23.6M | Sell |
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|
2020
Q4 | $23.7M | Buy |
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|
2020
Q3 | $19.7M | Sell |
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|
2020
Q2 | $18.2M | Sell |
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|
2020
Q1 | $14.6M | Sell |
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|
2019
Q4 | $21.5M | Buy |
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|
2019
Q3 | $19.4M | Buy |
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|
2019
Q2 | $3.17M | Sell |
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|
2019
Q1 | $3.13M | Sell |
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|
2018
Q4 | $2.72M | Sell |
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|
2018
Q3 | $3.31M | Sell |
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|
2018
Q2 | $3.13M | Sell |
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|
2018
Q1 | $3.03M | Sell |
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|
2017
Q4 | $3M | Sell |
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|
2017
Q3 | $2.88M | Buy |
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|
2017
Q2 | $2.73M | Sell |
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|
2017
Q1 | $2.63M | Buy |
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|
2016
Q4 | $2.42M | Buy |
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|
2016
Q3 | $2.37M | Buy |
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|
2016
Q2 | $2.24M | Sell |
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|
2016
Q1 | $2.24M | Sell |
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|
2015
Q4 | $2.27M | Buy |
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