Smith Capital 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $2.07M | Buy |
9,547
+501
| +6% | +$109K | 1.27% | 22 |
|
2020
Q2 | $1.74M | Buy |
9,046
+1,687
| +23% | +$324K | 1.14% | 25 |
|
2020
Q1 | $1.11M | Buy |
7,359
+115
| +2% | +$17.3K | 0.84% | 28 |
|
2019
Q4 | $1.27M | Sell |
7,244
-136
| -2% | -$23.9K | 0.81% | 30 |
|
2019
Q3 | $1.18M | Buy |
7,380
+276
| +4% | +$44.1K | 0.86% | 29 |
|
2019
Q2 | $1.12M | Sell |
7,104
-53
| -0.7% | -$8.34K | 0.82% | 29 |
|
2019
Q1 | $1.08M | Buy |
7,157
+605
| +9% | +$91.5K | 0.85% | 28 |
|
2018
Q4 | $858K | Buy |
+6,552
| New | +$858K | 0.7% | 31 |
|