Triumph 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-808
| Closed | -$215K | – | 238 |
|
|
2023
Q3 | $215K | Hold |
808
| – | – | 0.1% | 194 |
|
|
2023
Q2 | $222K | Sell |
808
-15
| -2% | -$4.13K | 0.1% | 191 |
|
|
2023
Q1 | $201K | Buy |
+823
| New | +$201K | 0.1% | 178 |
|
|
2022
Q3 | – | Sell |
-917
| Closed | -$201K | – | 214 |
|
|
2022
Q2 | $201K | Buy |
917
+19
| +2% | +$4.17K | 0.11% | 179 |
|
|
2022
Q1 | $249K | Buy |
898
+50
| +6% | +$13.9K | 0.11% | 185 |
|
|
2021
Q4 | $259K | Buy |
848
+40
| +5% | +$12.2K | 0.11% | 165 |
|
|
2021
Q3 | $221K | Sell |
808
-6
| -0.7% | -$1.64K | 0.1% | 172 |
|
|
2021
Q2 | $227K | Buy |
+814
| New | +$227K | 0.13% | 153 |
|