SteelPeak Wealth’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
Q1 | – | Sell |
-2,059
| Closed | -$441K | – | 387 |
|
|
2022
Q4 | $441K | Sell |
2,059
-27
| -1% | -$5.78K | 0.03% | 261 |
|
|
2022
Q3 | $439K | Buy |
2,086
+27
| +1% | +$5.68K | 0.03% | 263 |
|
|
2022
Q2 | $450K | Sell |
2,059
-17
| -0.8% | -$3.72K | 0.03% | 263 |
|
|
2022
Q1 | $577K | Buy |
2,076
+17
| +0.8% | +$4.73K | 0.03% | 255 |
|
|
2021
Q4 | $629K | Hold |
2,059
| – | – | 0.04% | 217 |
|
|
2021
Q3 | $564K | Hold |
2,059
| – | – | 0.04% | 232 |
|
|
2021
Q2 | $559K | Hold |
2,059
| – | – | 0.04% | 250 |
|
|
2021
Q1 | $500K | Sell |
2,059
-30
| -1% | -$7.29K | 0.04% | 221 |
|
|
2020
Q4 | $504K | Buy |
2,089
+59
| +3% | +$14.2K | 0.05% | 206 |
|
|
2020
Q3 | $440K | Hold |
2,030
| – | – | 0.05% | 180 |
|
|
2020
Q2 | $390K | Buy |
+2,030
| New | +$390K | 0.05% | 181 |
|