Soundwatch Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-791
| Closed | -$210K | – | 35 |
|
|
2023
Q3 | $210K | Buy |
+791
| New | +$210K | 0.05% | 27 |
|
|
2022
Q1 | – | Sell |
-1,311
| Closed | -$401K | – | 19 |
|
|
2021
Q4 | $401K | Sell |
1,311
-89
| -6% | -$27.2K | 0.09% | 21 |
|
|
2021
Q3 | $384K | Buy |
+1,400
| New | +$384K | 0.04% | 15 |
|
|
2021
Q2 | – | Sell |
-1,298
| Closed | -$315K | – | 13 |
|
|
2021
Q1 | $315K | Buy |
1,298
+272
| +27% | +$66K | 0.11% | 17 |
|
|
2020
Q4 | $247K | Hold |
1,026
| – | – | 0.17% | 19 |
|
|
2020
Q3 | $223K | Sell |
1,026
-937
| -48% | -$204K | 0.07% | 19 |
|
|
2020
Q2 | $334K | Buy |
+1,963
| New | +$334K | 0.2% | 13 |
|