USCA RIA’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
Q2 | $1.11M | Sell |
4,084
-36
| -0.9% | -$9.78K | 0.07% | 293 |
|
|
2021
Q1 | $1M | Buy |
4,120
+2,680
| +186% | +$651K | 0.07% | 299 |
|
|
2020
Q4 | $347K | Sell |
1,440
-285
| -17% | -$68.7K | 0.02% | 386 |
|
|
2020
Q3 | $374K | Buy |
1,725
+370
| +27% | +$80.2K | 0.03% | 339 |
|
|
2020
Q2 | $260K | Sell |
1,355
-29
| -2% | -$5.57K | 0.02% | 372 |
|
|
2020
Q1 | $209K | Sell |
1,384
-14,186
| -91% | -$2.14M | 0.02% | 364 |
|
|
2019
Q4 | $2.74M | Hold |
15,570
| – | – | 0.25% | 131 |
|
|
2019
Q3 | $2.49M | Hold |
15,570
| – | – | 0.24% | 123 |
|
|
2019
Q2 | $2.45M | Sell |
15,570
-1,022
| -6% | -$161K | 0.25% | 121 |
|
|
2019
Q1 | $2.51M | Sell |
16,592
-9,534
| -36% | -$1.44M | 0.27% | 124 |
|
|
2018
Q4 | $3.42M | Sell |
26,126
-26,170
| -50% | -$3.43M | 0.46% | 62 |
|
|
2018
Q3 | $8.16M | Buy |
52,296
+2,469
| +5% | +$385K | 0.83% | 26 |
|
|
2018
Q2 | $7.17M | Buy |
49,827
+7,125
| +17% | +$1.02M | 0.77% | 31 |
|
|
2018
Q1 | $5.81M | Sell |
42,702
-6,538
| -13% | -$890K | 0.64% | 38 |
|
|
2017
Q4 | $6.63M | Buy |
49,240
+11,736
| +31% | +$1.58M | 0.73% | 31 |
|
|
2017
Q3 | $4.46M | Hold |
37,504
| – | – | 0.58% | 45 |
|
|
2017
Q2 | $4.46M | Buy |
37,504
+2,242
| +6% | +$267K | 0.57% | 46 |
|
|
2017
Q1 | $4.01M | Sell |
35,262
-3,178
| -8% | -$362K | 0.59% | 42 |
|
|
2016
Q4 | $4.03M | Sell |
38,440
-9,588
| -20% | -$1.01M | 0.62% | 42 |
|
|
2016
Q3 | $5M | Sell |
48,028
-482
| -1% | -$50.2K | 0.83% | 18 |
|
|
2016
Q2 | $4.87M | Buy |
48,510
+2,540
| +6% | +$255K | 0.82% | 25 |
|
|
2016
Q1 | $4.59M | Buy |
+45,970
| New | +$4.59M | 0.83% | 25 |
|