Stonehage Fleming Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-807
| Closed | -$197K | – | 272 |
|
|
2024
Q1 | $197K | Buy |
+807
| New | +$197K | 0.01% | 95 |
|
|
2023
Q4 | – | Sell |
-1,089
| Closed | -$290K | – | 264 |
|
|
2023
Q3 | $290K | Hold |
1,089
| – | – | 0.03% | 130 |
|
|
2023
Q2 | $300K | Buy |
1,089
+282
| +35% | +$77.6K | 0.01% | 125 |
|
|
2023
Q1 | $197K | Buy |
807
+315
| +64% | +$77K | 0.01% | 95 |
|
|
2022
Q4 | $105K | Buy |
+492
| New | +$105K | 0.01% | 110 |
|