Visionary Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $470K | Sell |
3,588
-1,564
| -30% | -$205K | 0.19% | 31 |
|
|
2018
Q3 | $806K | Buy |
5,152
+759
| +17% | +$119K | 0.26% | 88 |
|
|
2018
Q2 | $632K | Buy |
4,393
+1,282
| +41% | +$184K | 0.21% | 92 |
|
|
2018
Q1 | $418K | Sell |
3,111
-1,058
| -25% | -$142K | 0.13% | 103 |
|
|
2017
Q4 | $561K | Buy |
4,169
+505
| +14% | +$68K | 0.16% | 95 |
|
|
2017
Q3 | $458K | Sell |
3,664
-600
| -14% | -$75K | 0.13% | 94 |
|
|
2017
Q2 | $508K | Buy |
+4,264
| New | +$508K | 0.15% | 89 |
|
|
2016
Q2 | – | Sell |
-3,153
| Closed | -$315K | – | 93 |
|
|
2016
Q1 | $315K | Buy |
3,153
+335
| +12% | +$33.5K | 0.11% | 94 |
|
|
2015
Q4 | $280K | Buy |
+2,818
| New | +$280K | 0.19% | 43 |
|
|
2013
Q4 | – | Sell |
-8,552
| Closed | -$669K | – | 88 |
|
|
2013
Q3 | $669K | Buy |
+8,552
| New | +$669K | 0.21% | 64 |
|