Rollins Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $945K | Hold |
3,117
| – | – | 0.2% | 49 |
|
|
2023
Q3 | $829K | Buy |
3,117
+90
| +3% | +$23.9K | 0.2% | 54 |
|
|
2023
Q2 | $833K | Buy |
3,027
+1,728
| +133% | +$475K | 0.23% | 51 |
|
|
2023
Q1 | $318K | Sell |
1,299
-50
| -4% | -$12.2K | 0.11% | 86 |
|
|
2022
Q4 | $289K | Buy |
1,349
+25
| +2% | +$5.36K | 0.11% | 93 |
|
|
2022
Q3 | $278K | Hold |
1,324
| – | – | 0.1% | 87 |
|
|
2022
Q2 | $289K | Sell |
1,324
-344
| -21% | -$75.1K | 0.1% | 92 |
|
|
2022
Q1 | $463K | Sell |
1,668
-188
| -10% | -$52.2K | 0.14% | 70 |
|
|
2021
Q4 | $567K | Buy |
+1,856
| New | +$567K | 0.16% | 54 |
|
|
2021
Q2 | $490K | Sell |
1,806
-139
| -7% | -$37.7K | 0.18% | 59 |
|
|
2021
Q1 | $473K | Buy |
1,945
+139
| +8% | +$33.8K | 0.2% | 62 |
|
|
2020
Q4 | $435K | Buy |
+1,806
| New | +$435K | 0.2% | 52 |
|