Sargent Bickham Lagudis’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
Q4
$645K Sell
3,009
-2,074
-41% -$444K 0.05% 160
2022
Q3
$1.07M Buy
5,083
+1,983
+64% +$417K 0.1% 125
2022
Q2
$678K Sell
3,100
-315
-9% -$68.9K 0.06% 158
2022
Q1
$948K Buy
3,415
+3
+0.1% +$833 0.07% 143
2021
Q4
$1.04M Buy
3,412
+74
+2% +$22.6K 0.08% 131
2021
Q3
$915K Buy
3,338
+2
+0.1% +$548 0.07% 129
2021
Q2
$906K Buy
3,336
+545
+20% +$148K 0.07% 129
2021
Q1
$678K Sell
2,791
-27
-1% -$6.56K 0.06% 137
2020
Q4
$680K Buy
2,818
+2
+0.1% +$483 0.06% 135
2020
Q3
$611K Buy
2,816
+128
+5% +$27.8K 0.06% 129
2020
Q2
$516K Buy
2,688
+2
+0.1% +$384 0.06% 138
2020
Q1
$405K Sell
2,686
-22
-0.8% -$3.32K 0.05% 155
2019
Q4
$476K Buy
2,708
+4
+0.1% +$703 0.05% 147
2019
Q3
$432K Buy
2,704
+203
+8% +$32.4K 0.05% 142
2019
Q2
$394K Sell
2,501
-189
-7% -$29.8K 0.05% 152
2019
Q1
$407K Buy
2,690
+247
+10% +$37.4K 0.05% 157
2018
Q4
$320K Buy
2,443
+9
+0.4% +$1.18K 0.04% 165
2018
Q3
$380K Buy
2,434
+4
+0.2% +$624 0.05% 156
2018
Q2
$349K Sell
2,430
-187
-7% -$26.9K 0.04% 154
2018
Q1
$356K Buy
2,617
+4
+0.2% +$544 0.04% 154
2017
Q4
$352K Sell
2,613
-1,669
-39% -$225K 0.04% 163
2017
Q3
$536K Sell
4,282
-175
-4% -$21.9K 0.07% 145
2017
Q2
$531K Sell
4,457
-2,569
-37% -$306K 0.07% 141
2017
Q1
$800K Buy
7,026
+1,311
+23% +$149K 0.1% 126
2016
Q4
$600K Buy
5,715
+376
+7% +$39.5K 0.09% 126
2016
Q3
$556 Buy
5,339
+4,155
+351% +$433 0.08% 129
2016
Q2
$119K Sell
1,184
-611
-34% -$61.4K 0.02% 250
2016
Q1
$179K Buy
+1,795
New +$179K 0.03% 217