Rezny Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-1,367
| Closed | -$218K | – | 13 |
|
2019
Q3 | $218K | Hold |
1,367
| – | – | 0.13% | 13 |
|
2019
Q2 | $215K | Sell |
1,367
-14
| -1% | -$2.2K | 0.13% | 13 |
|
2019
Q1 | $209K | Sell |
1,381
-351
| -20% | -$53.1K | 0.13% | 14 |
|
2018
Q4 | $226K | Hold |
1,732
| – | – | 0.16% | 14 |
|
2018
Q3 | $270K | Sell |
1,732
-444
| -20% | -$69.2K | 0.17% | 14 |
|
2018
Q2 | $312K | Buy |
+2,176
| New | +$312K | 0.21% | 12 |
|