Stone Asset Management’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 | $4.75M | Sell |
19,435
-56,619
| -74% | -$13.8M | 7.59% | 5 |
|
|
2022
Q4 | $16.3M | Buy |
76,054
+4,426
| +6% | +$948K | 10.12% | 3 |
|
|
2022
Q3 | $15.1M | Buy |
71,628
+6,462
| +10% | +$1.36M | 9.83% | 2 |
|
|
2022
Q2 | $14.3M | Buy |
65,166
+1,775
| +3% | +$388K | 8.96% | 3 |
|
|
2022
Q1 | $17.6M | Buy |
63,391
+2,177
| +4% | +$604K | 9.82% | 2 |
|
|
2021
Q4 | $18.7M | Buy |
+61,214
| New | +$18.7M | 11.02% | 3 |
|