V Wealth Advisors’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
Q3 | – | Sell |
-6,654
| Closed | -$1.83M | – | 233 |
|
|
2023
Q2 | $1.83M | Sell |
6,654
-622
| -9% | -$171K | 0.31% | 70 |
|
|
2023
Q1 | $1.78M | Sell |
7,276
-117
| -2% | -$28.6K | 0.33% | 67 |
|
|
2022
Q4 | $1.58M | Sell |
7,393
-552
| -7% | -$118K | 0.33% | 67 |
|
|
2022
Q3 | $1.67M | Buy |
7,945
+62
| +0.8% | +$13K | 0.33% | 64 |
|
|
2022
Q2 | $1.72M | Buy |
7,883
+269
| +4% | +$58.8K | 0.33% | 74 |
|
|
2022
Q1 | $2.11M | Sell |
7,614
-1,347
| -15% | -$374K | 0.34% | 61 |
|
|
2021
Q4 | $2.74M | Sell |
8,961
-496
| -5% | -$152K | 0.4% | 49 |
|
|
2021
Q3 | $2.59M | Sell |
9,457
-279
| -3% | -$76.5K | 0.4% | 50 |
|
|
2021
Q2 | $2.64M | Sell |
9,736
-519
| -5% | -$141K | 0.42% | 48 |
|
|
2021
Q1 | $2.49M | Sell |
10,255
-8
| -0.1% | -$1.94K | 0.46% | 41 |
|
|
2020
Q4 | $2.48M | Buy |
+10,263
| New | +$2.48M | 0.51% | 34 |
|
|
2020
Q3 | – | Sell |
-9,460
| Closed | -$1.82M | – | 245 |
|
|
2020
Q2 | $1.82M | Sell |
9,460
-125
| -1% | -$24K | 0.47% | 44 |
|
|
2020
Q1 | $1.44M | Sell |
9,585
-369
| -4% | -$55.6K | 0.45% | 47 |
|
|
2019
Q4 | $1.59M | Hold |
9,954
| – | – | 0.57% | 42 |
|
|
2019
Q3 | $1.59M | Sell |
9,954
-130
| -1% | -$20.8K | 0.57% | 42 |
|
|
2019
Q2 | $1.59M | Sell |
10,084
-116
| -1% | -$18.2K | 0.6% | 45 |
|
|
2019
Q1 | $1.61M | Sell |
10,200
-702
| -6% | -$111K | 0.65% | 42 |
|
|
2018
Q4 | $1.47M | Sell |
10,902
-496
| -4% | -$67K | 0.75% | 37 |
|
|
2018
Q3 | $1.78M | Buy |
11,398
+444
| +4% | +$69.3K | 0.82% | 34 |
|
|
2018
Q2 | $1.62M | Sell |
10,954
-223
| -2% | -$33K | 0.91% | 32 |
|
|
2018
Q1 | $1.48M | Sell |
11,177
-742
| -6% | -$98.5K | 0.79% | 41 |
|
|
2017
Q4 | $1.67M | Sell |
11,919
-862
| -7% | -$121K | 0.84% | 39 |
|
|
2017
Q3 | $1.6M | Sell |
12,781
-161
| -1% | -$20.1K | 0.81% | 38 |
|
|
2017
Q2 | $1.54M | Sell |
12,942
-56
| -0.4% | -$6.67K | 0.72% | 43 |
|
|
2017
Q1 | $1.48M | Sell |
12,998
-1,116
| -8% | -$127K | 0.91% | 37 |
|
|
2016
Q4 | $1.48M | Sell |
14,114
-132
| -0.9% | -$13.8K | 1.08% | 30 |
|
|
2016
Q3 | $1.49M | Sell |
14,246
-5,619
| -28% | -$586K | 1.2% | 25 |
|
|
2016
Q2 | $2M | Sell |
19,865
-1,634
| -8% | -$164K | 1.64% | 11 |
|
|
2016
Q1 | $2.15M | Buy |
+21,499
| New | +$2.15M | 1.72% | 10 |
|