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 |
|