SteelBridge Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $284K | Buy |
2,085
+109
| +6% | +$14.8K | 2.46% | 17 |
|
|
2017
Q4 | $266K | Buy |
1,976
+304
| +18% | +$40.9K | 2.24% | 19 |
|
|
2017
Q3 | $209K | Sell |
1,672
-2,959
| -64% | -$370K | 2% | 28 |
|
|
2017
Q2 | $551K | Buy |
4,631
+43
| +0.9% | +$5.12K | 0.77% | 29 |
|
|
2017
Q1 | $522K | Buy |
4,588
+442
| +11% | +$50.3K | 0.79% | 28 |
|
|
2016
Q4 | $449K | Buy |
+4,146
| New | +$449K | 0.71% | 32 |
|