Sonora Investment 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 | – | Sell |
-845
| Closed | -$162K | – | 1829 |
|
|
2020
Q2 | $162K | Buy |
845
+19
| +2% | +$3.64K | 0.02% | 262 |
|
|
2020
Q1 | $124K | Hold |
826
| – | – | 0.01% | 278 |
|
|
2019
Q4 | $145K | Hold |
826
| – | – | 0.01% | 286 |
|
|
2019
Q3 | $132K | Buy |
+826
| New | +$132K | 0.01% | 292 |
|
|
2016
Q3 | – | Sell |
-208
| Closed | -$20.9K | – | 865 |
|
|
2016
Q2 | $20.9K | Hold |
208
| – | – | ﹤0.01% | 435 |
|
|
2016
Q1 | $20.9K | Hold |
208
| – | – | 0.01% | 480 |
|
|
2015
Q4 | $21K | Hold |
208
| – | – | 0.01% | 402 |
|
|
2015
Q3 | $20K | Buy |
+208
| New | +$20K | 0.01% | 321 |
|