SSW
Smith Shellnut Wilson’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,538
| Closed | -$838K | – | 133 |
|
|
2019
Q1 | $838K | Hold |
5,538
| – | – | 0.66% | 33 |
|
|
2018
Q4 | $725K | Hold |
5,538
| – | – | 0.78% | 30 |
|
|
2018
Q3 | $864K | Buy |
+5,538
| New | +$864K | 0.77% | 25 |
|
|
2018
Q1 | $4.32M | Hold |
31,705
| – | – | 3.71% | 5 |
|
|
2017
Q4 | $4.27M | Hold |
31,705
| – | – | 3.61% | 5 |
|
|
2017
Q3 | $3.97M | Buy |
31,705
+5,570
| +21% | +$697K | 3.49% | 5 |
|
|
2017
Q2 | $2.62M | Hold |
26,135
| – | – | 2.72% | 9 |
|
|
2017
Q1 | $2.97M | Hold |
26,135
| – | – | 2.74% | 7 |
|
|
2016
Q4 | $2.74M | Buy |
+26,135
| New | +$2.74M | 2.64% | 7 |
|