Surience Private Wealth’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
Q3 | – | Sell |
-1,109
| Closed | -$305K | – | 26 |
|
|
2023
Q2 | $305K | Hold |
1,109
| – | – | 0.44% | 23 |
|
|
2023
Q1 | $271K | Hold |
1,109
| – | – | 0.4% | 16 |
|
|
2022
Q4 | $238K | Hold |
1,109
| – | – | 0.32% | 21 |
|
|
2022
Q3 | $233K | Hold |
1,109
| – | – | 0.6% | 16 |
|
|
2022
Q2 | $243K | Hold |
1,109
| – | – | 0.37% | 13 |
|
|
2022
Q1 | $308K | Hold |
1,109
| – | – | 0.27% | 21 |
|
|
2021
Q4 | $339K | Buy |
+1,109
| New | +$339K | 0.28% | 21 |
|