SGAM
Steinberg Global Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $674K | Buy |
4,456
+98
| +2% | +$14.8K | 0.11% | 164 |
|
|
2018
Q4 | $570K | Hold |
4,358
| – | – | 0.1% | 159 |
|
|
2018
Q3 | $680K | Hold |
4,358
| – | – | 0.1% | 166 |
|
|
2018
Q2 | $627K | Hold |
4,358
| – | – | 0.09% | 162 |
|
|
2018
Q1 | $593K | Sell |
4,358
-321
| -7% | -$43.7K | 0.09% | 167 |
|
|
2017
Q4 | $630K | Buy |
4,679
+1,718
| +58% | +$231K | 0.09% | 163 |
|
|
2017
Q3 | $370K | Hold |
2,961
| – | – | 0.05% | 195 |
|
|
2017
Q2 | $352K | Hold |
2,961
| – | – | 0.05% | 202 |
|
|
2017
Q1 | $337K | Hold |
2,961
| – | – | 0.05% | 193 |
|
|
2016
Q4 | $311K | Hold |
2,961
| – | – | 0.05% | 189 |
|
|
2016
Q3 | $308K | Hold |
2,961
| – | – | 0.05% | 181 |
|
|
2016
Q2 | $297K | Hold |
2,961
| – | – | 0.05% | 182 |
|
|
2016
Q1 | $295K | Buy |
+2,961
| New | +$295K | 0.06% | 179 |
|