Stordahl Capital 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,296
| Closed | -$393K | – | 61 |
|
2023
Q4 | $393K | Hold |
1,296
| – | – | 0.11% | 39 |
|
2023
Q3 | $345K | Hold |
1,296
| – | – | 0.1% | 38 |
|
2023
Q2 | $357K | Hold |
1,296
| – | – | 0.1% | 38 |
|
2023
Q1 | $317K | Hold |
1,296
| – | – | 0.1% | 39 |
|
2022
Q4 | $278K | Hold |
1,296
| – | – | 0.09% | 40 |
|
2022
Q3 | $273K | Hold |
1,296
| – | – | 0.1% | 37 |
|
2022
Q2 | $283K | Hold |
1,296
| – | – | 0.11% | 39 |
|
2022
Q1 | $360K | Buy |
1,296
+200
| +18% | +$55.6K | 0.13% | 37 |
|
2021
Q4 | $335K | Sell |
1,096
-260
| -19% | -$79.5K | 0.12% | 38 |
|
2021
Q3 | $372K | Hold |
1,356
| – | – | 0.15% | 36 |
|
2021
Q2 | $368K | Buy |
1,356
+133
| +11% | +$36.1K | 0.15% | 35 |
|
2021
Q1 | $297K | Hold |
1,223
| – | – | 0.13% | 36 |
|
2020
Q4 | $295K | Hold |
1,223
| – | – | 0.13% | 37 |
|
2020
Q3 | $265K | Hold |
1,223
| – | – | 0.14% | 38 |
|
2020
Q2 | $235K | Buy |
+1,223
| New | +$235K | 0.13% | 38 |
|
2020
Q1 | – | Sell |
-1,223
| Closed | -$215K | – | 42 |
|
2019
Q4 | $215K | Buy |
+1,223
| New | +$215K | 0.09% | 44 |
|