Stelac Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-402
| Closed | -$112K | – | 179 |
|
|
2022
Q1 | $112K | Hold |
402
| – | – | 0.04% | 162 |
|
|
2021
Q4 | $123K | Sell |
402
-1,863
| -82% | -$570K | 0.03% | 174 |
|
|
2021
Q3 | $621K | Sell |
2,265
-5,065
| -69% | -$1.39M | 0.17% | 92 |
|
|
2021
Q2 | $1.99M | Sell |
7,330
-276
| -4% | -$74.9K | 0.45% | 45 |
|
|
2021
Q1 | $1.85M | Sell |
7,606
-799
| -10% | -$194K | 0.68% | 31 |
|
|
2020
Q4 | $2.03M | Sell |
8,405
-2,165
| -20% | -$522K | 0.52% | 39 |
|
|
2020
Q3 | $2.29M | Buy |
10,570
+228
| +2% | +$49.5K | 0.78% | 27 |
|
|
2020
Q2 | $1.99M | Buy |
10,342
+2,526
| +32% | +$485K | 0.77% | 28 |
|
|
2020
Q1 | $1.18M | Buy |
7,816
+5,534
| +243% | +$833K | 0.57% | 30 |
|
|
2019
Q4 | $401K | Buy |
+2,282
| New | +$401K | 0.29% | 44 |
|