Sterling Investment Advisors (Pennsylvania)’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
Q3 | – | Sell |
-180
| Closed | -$39K | – | 300 |
|
|
2022
Q2 | $39K | Hold |
180
| – | – | 0.01% | 247 |
|
|
2022
Q1 | $50K | Hold |
180
| – | – | 0.01% | 253 |
|
|
2021
Q4 | $55K | Hold |
180
| – | – | 0.02% | 243 |
|
|
2021
Q3 | $49K | Hold |
180
| – | – | 0.01% | 250 |
|
|
2021
Q2 | $49K | Hold |
180
| – | – | 0.01% | 255 |
|
|
2021
Q1 | $44K | Buy |
+180
| New | +$44K | 0.01% | 250 |
|
|
2019
Q4 | – | Sell |
-9
| Closed | -$1K | – | 418 |
|
|
2019
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 406 |
|