Unionview LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.23M | Sell |
22,912
-356
| -2% | -$143K | 6.76% | 3 |
|
|
2024
Q3 | $8.73M | Sell |
23,268
-50
| -0.2% | -$18.8K | 6.8% | 2 |
|
|
2024
Q2 | $8.5M | Sell |
23,318
-322
| -1% | -$117K | 6.94% | 2 |
|
|
2024
Q1 | $7.97M | Buy |
23,640
+380
| +2% | +$128K | 6.59% | 2 |
|
|
2023
Q4 | $7.05M | Buy |
23,260
+493
| +2% | +$149K | 6.33% | 3 |
|
|
2023
Q3 | $6.06M | Buy |
22,767
+482
| +2% | +$128K | 5.72% | 4 |
|
|
2023
Q2 | $6.13M | Buy |
22,285
+704
| +3% | +$194K | 5.6% | 4 |
|
|
2023
Q1 | $5.27M | Buy |
21,581
+411
| +2% | +$100K | 4.95% | 5 |
|
|
2022
Q4 | $4.54M | Buy |
21,170
+1,329
| +7% | +$285K | 4.53% | 5 |
|
|
2022
Q3 | $4.18M | Buy |
19,841
+601
| +3% | +$126K | 4.77% | 5 |
|
|
2022
Q2 | $4.21M | Buy |
19,240
+315
| +2% | +$68.9K | 4.7% | 5 |
|
|
2022
Q1 | $5.25M | Sell |
18,925
-5,445
| -22% | -$1.51M | 4.91% | 5 |
|
|
2021
Q4 | $7.45M | Buy |
+24,370
| New | +$7.45M | 6.96% | 3 |
|