Shakespeare Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-813
| Closed | -$274K | – | 92 |
|
|
2024
Q1 | $274K | Sell |
813
-27
| -3% | -$9.1K | 0.08% | 73 |
|
|
2023
Q4 | $255K | Hold |
840
| – | – | 0.08% | 74 |
|
|
2023
Q3 | $223K | Hold |
840
| – | – | 0.08% | 72 |
|
|
2023
Q2 | $231K | Sell |
840
-83
| -9% | -$22.8K | 0.08% | 70 |
|
|
2023
Q1 | $226K | Buy |
+923
| New | +$226K | 0.08% | 70 |
|