United Asset Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-924
| Closed | -$223K | – | 221 |
|
|
2020
Q4 | $223K | Sell |
924
-2,289
| -71% | -$552K | 0.04% | 191 |
|
|
2020
Q3 | $697K | Sell |
3,213
-533
| -14% | -$116K | 0.13% | 110 |
|
|
2020
Q2 | $719K | Sell |
3,746
-228
| -6% | -$43.8K | 0.14% | 109 |
|
|
2020
Q1 | $599K | Sell |
3,974
-779
| -16% | -$117K | 0.15% | 113 |
|
|
2019
Q4 | $836K | Buy |
4,753
+30
| +0.6% | +$5.28K | 0.16% | 114 |
|
|
2019
Q3 | $754K | Sell |
4,723
-45
| -0.9% | -$7.18K | 0.17% | 113 |
|
|
2019
Q2 | $750K | Buy |
4,768
+61
| +1% | +$9.6K | 0.17% | 110 |
|
|
2019
Q1 | $712K | Buy |
4,707
+340
| +8% | +$51.4K | 0.17% | 119 |
|
|
2018
Q4 | $572K | Buy |
4,367
+521
| +14% | +$68.2K | 0.16% | 121 |
|
|
2018
Q3 | $600K | Sell |
3,846
-145
| -4% | -$22.6K | 0.14% | 130 |
|
|
2018
Q2 | $574K | Buy |
3,991
+432
| +12% | +$62.1K | 0.15% | 128 |
|
|
2018
Q1 | $484K | Sell |
3,559
-120
| -3% | -$16.3K | 0.14% | 123 |
|
|
2017
Q4 | $495K | Sell |
3,679
-184
| -5% | -$24.8K | 0.13% | 125 |
|
|
2017
Q3 | $483K | Buy |
+3,863
| New | +$483K | 0.27% | 69 |
|