RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $389K | Hold |
1,847
| – | – | 0.06% | 49 |
|
|
2022
Q2 | $404K | Hold |
1,847
| – | – | 0.07% | 59 |
|
|
2022
Q1 | $513K | Hold |
1,847
| – | – | 0.08% | 55 |
|
|
2021
Q4 | $564K | Sell |
1,847
-198
| -10% | -$60.5K | 0.09% | 53 |
|
|
2021
Q3 | $560K | Hold |
2,045
| – | – | 0.11% | 26 |
|
|
2021
Q2 | $555K | Sell |
2,045
-14
| -0.7% | -$3.8K | 0.1% | 27 |
|
|
2021
Q1 | $500K | Sell |
2,059
-56
| -3% | -$13.6K | 0.1% | 27 |
|
|
2020
Q4 | $510K | Buy |
2,115
+247
| +13% | +$59.6K | 0.11% | 27 |
|
|
2020
Q3 | $405K | Buy |
1,868
+24
| +1% | +$5.2K | 0.1% | 22 |
|
|
2020
Q2 | $354K | Buy |
+1,844
| New | +$354K | 0.1% | 25 |
|
|
2020
Q1 | – | Sell |
-1,185
| Closed | -$208K | – | 33 |
|
|
2019
Q4 | $208K | Buy |
+1,185
| New | +$208K | 0.63% | 31 |
|
|
2019
Q2 | – | Sell |
-2,273
| Closed | -$344K | – | 34 |
|
|
2019
Q1 | $344K | Hold |
2,273
| – | – | 1.98% | 14 |
|
|
2018
Q4 | $298K | Sell |
2,273
-184
| -7% | -$24.1K | 1.77% | 14 |
|
|
2018
Q3 | $383K | Buy |
2,457
+184
| +8% | +$28.7K | 1.3% | 24 |
|
|
2018
Q2 | $327K | Hold |
2,273
| – | – | 1.05% | 24 |
|
|
2018
Q1 | $309K | Hold |
2,273
| – | – | 0.15% | 70 |
|
|
2017
Q4 | $306K | Hold |
2,273
| – | – | 0.16% | 64 |
|
|
2017
Q3 | $284K | Sell |
2,273
-193
| -8% | -$24.1K | 0.19% | 60 |
|
|
2017
Q2 | $294K | Sell |
2,466
-578
| -19% | -$68.9K | 0.2% | 54 |
|
|
2017
Q1 | $346K | Sell |
3,044
-686
| -18% | -$78K | 0.23% | 51 |
|
|
2016
Q4 | $391K | Sell |
3,730
-845
| -18% | -$88.6K | 0.22% | 55 |
|
|
2016
Q3 | $477K | Buy |
+4,575
| New | +$477K | 0.29% | 47 |
|