Strategic Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $13.6M | Buy |
49,986
+553
| +1% | +$150K | 4.95% | 4 |
|
|
2021
Q1 | $12M | Sell |
49,433
-1,432
| -3% | -$348K | 4.59% | 4 |
|
|
2020
Q4 | $12.3M | Sell |
50,865
-3,690
| -7% | -$890K | 5.31% | 4 |
|
|
2020
Q3 | $11.8M | Sell |
54,555
-2,047
| -4% | -$444K | 5.75% | 4 |
|
|
2020
Q2 | $10.9M | Sell |
56,602
-211
| -0.4% | -$40.5K | 6.41% | 3 |
|
|
2020
Q1 | $8.56M | Buy |
56,813
+3,223
| +6% | +$486K | 6.37% | 3 |
|
|
2019
Q4 | $9.43M | Sell |
53,590
-1,750
| -3% | -$308K | 6.11% | 4 |
|
|
2019
Q3 | $8.83M | Buy |
55,340
+1,835
| +3% | +$293K | 6.35% | 4 |
|
|
2019
Q2 | $8.42M | Sell |
53,505
-1,296
| -2% | -$204K | 6.4% | 4 |
|
|
2019
Q1 | $8.3M | Buy |
54,801
+1,512
| +3% | +$229K | 6.79% | 4 |
|
|
2018
Q4 | $6.98M | Buy |
+53,289
| New | +$6.98M | 6.7% | 4 |
|