Security National Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.63M | Hold |
6,000
| – | – | 0.38% | 74 |
|
|
2021
Q2 | $1.63M | Hold |
6,000
| – | – | 0.36% | 76 |
|
|
2021
Q1 | $1.46M | Sell |
6,000
-8
| -0.1% | -$1.94K | 0.34% | 80 |
|
|
2020
Q4 | $1.45M | Hold |
6,008
| – | – | 0.36% | 74 |
|
|
2020
Q3 | $1.3M | Hold |
6,008
| – | – | 0.37% | 74 |
|
|
2020
Q2 | $1.15M | Buy |
6,008
+8
| +0.1% | +$1.54K | 0.35% | 76 |
|
|
2020
Q1 | $904K | Hold |
6,000
| – | – | 0.33% | 77 |
|
|
2019
Q4 | $1.06M | Hold |
6,000
| – | – | 0.31% | 81 |
|
|
2019
Q3 | $958K | Hold |
6,000
| – | – | 0.3% | 81 |
|
|
2019
Q2 | $944K | Hold |
6,000
| – | – | 0.3% | 81 |
|
|
2019
Q1 | $908K | Hold |
6,000
| – | – | 0.29% | 86 |
|
|
2018
Q4 | $785K | Hold |
6,000
| – | – | 0.29% | 85 |
|
|
2018
Q3 | $936K | Hold |
6,000
| – | – | 0.29% | 86 |
|
|
2018
Q2 | $863K | Hold |
6,000
| – | – | 0.29% | 88 |
|
|
2018
Q1 | $817K | Hold |
6,000
| – | – | 0.27% | 88 |
|
|
2017
Q4 | $808K | Hold |
6,000
| – | – | 0.26% | 89 |
|
|
2017
Q3 | $750K | Hold |
6,000
| – | – | 0.25% | 91 |
|
|
2017
Q2 | $714K | Hold |
6,000
| – | – | 0.24% | 94 |
|
|
2017
Q1 | $683K | Buy |
6,000
+5,700
| +1,900% | +$649K | 0.23% | 94 |
|
|
2016
Q4 | $31K | Hold |
300
| – | – | 0.01% | 306 |
|
|
2016
Q3 | $31K | Hold |
300
| – | – | 0.01% | 311 |
|
|
2016
Q2 | $30K | Hold |
300
| – | – | 0.01% | 307 |
|
|
2016
Q1 | $30K | Hold |
300
| – | – | 0.01% | 302 |
|
|
2015
Q4 | $30K | Buy |
+300
| New | +$30K | 0.01% | 301 |
|