Union Investments & Development’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 |
-93,050
| Closed | -$24.8M | – | 45 |
|
|
2023
Q3 | $24.8M | Sell |
93,050
-19,920
| -18% | -$5.3M | 13.32% | 3 |
|
|
2023
Q2 | $31.1M | Buy |
+112,970
| New | +$31.1M | 15.36% | 3 |
|
|
2022
Q4 | – | Sell |
-112,970
| Closed | -$23.8M | – | 51 |
|
|
2022
Q3 | $23.8M | Hold |
112,970
| – | – | 10.7% | 4 |
|
|
2022
Q2 | $24.7M | Hold |
112,970
| – | – | 11.01% | 4 |
|
|
2022
Q1 | $31.4M | Hold |
112,970
| – | – | 11.26% | 4 |
|
|
2021
Q4 | $34.5M | Buy |
+112,970
| New | +$34.5M | 11.56% | 4 |
|