SMFS
Squar Milner Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,876
| Closed | -$1.13M | – | 95 |
|
|
2020
Q2 | $1.13M | Buy |
5,876
+2,290
| +64% | +$440K | 0.64% | 33 |
|
|
2020
Q1 | $540K | Hold |
3,586
| – | – | 0.32% | 63 |
|
|
2019
Q4 | $630K | Sell |
3,586
-2,293
| -39% | -$403K | 0.31% | 64 |
|
|
2019
Q3 | $1.28M | Buy |
5,879
+2,039
| +53% | +$442K | 0.65% | 36 |
|
|
2019
Q2 | $604K | Sell |
3,840
-1,412
| -27% | -$222K | 0.41% | 47 |
|
|
2019
Q1 | $795K | Hold |
5,252
| – | – | 0.59% | 30 |
|
|
2018
Q4 | $688K | Buy |
5,252
+2
| +0% | +$262 | 0.66% | 27 |
|
|
2018
Q3 | $819K | Sell |
5,250
-3,347
| -39% | -$522K | 0.74% | 22 |
|
|
2018
Q2 | $1.24M | Hold |
8,597
| – | – | 1.09% | 13 |
|
|
2018
Q1 | $1.17M | Buy |
8,597
+238
| +3% | +$32.4K | 1.48% | 12 |
|
|
2017
Q4 | $1.21M | Buy |
+8,359
| New | +$1.21M | 1.47% | 12 |
|