Threshold 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,860
| Closed | -$221K | – | 45 |
|
|
2017
Q2 | $221K | Buy |
+1,860
| New | +$221K | 0.2% | 39 |
|
|
2017
Q1 | – | Sell |
-9,472
| Closed | -$994K | – | 37 |
|
|
2016
Q4 | $994K | Sell |
9,472
-12,610
| -57% | -$1.32M | 0.87% | 20 |
|
|
2016
Q3 | $2.3M | Sell |
22,082
-6,972
| -24% | -$726K | 2.23% | 16 |
|
|
2016
Q2 | $2.92M | Sell |
29,054
-1,070
| -4% | -$107K | 2.91% | 11 |
|
|
2016
Q1 | $3.01M | Buy |
30,124
+6,695
| +29% | +$668K | 4.16% | 11 |
|
|
2015
Q4 | $2.33M | Buy |
+23,429
| New | +$2.33M | 3.08% | 12 |
|