Stokes Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,848
| Closed | -$242K | – | 81 |
|
|
2018
Q4 | $242K | Buy |
1,848
+298
| +19% | +$39K | 0.17% | 80 |
|
|
2018
Q3 | $242K | Sell |
1,550
-30
| -2% | -$4.68K | 0.15% | 84 |
|
|
2018
Q2 | $227K | Sell |
1,580
-52
| -3% | -$7.47K | 0.15% | 86 |
|
|
2018
Q1 | $222K | Sell |
1,632
-597
| -27% | -$81.2K | 0.15% | 87 |
|
|
2017
Q4 | $300K | Buy |
+2,229
| New | +$300K | 0.2% | 81 |
|