Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $14M | Buy |
64,318
+24,974
| +63% | +$5.42M | 0.49% | 30 |
|
|
2020
Q2 | $7.55M | Sell |
39,344
-11,424
| -23% | -$2.19M | 0.54% | 29 |
|
|
2020
Q1 | $7.65M | Sell |
50,768
-1,173
| -2% | -$177K | 0.67% | 26 |
|
|
2019
Q4 | $9.14M | Sell |
51,941
-697
| -1% | -$123K | 0.61% | 30 |
|
|
2019
Q3 | $8.4M | Sell |
52,638
-15
| -0% | -$2.4K | 0.61% | 33 |
|
|
2019
Q2 | $8.28M | Sell |
52,653
-1,666
| -3% | -$262K | 0.62% | 33 |
|
|
2019
Q1 | $8.22M | Sell |
54,319
-4,235
| -7% | -$641K | 0.62% | 33 |
|
|
2018
Q4 | $7.67M | Buy |
58,554
+6,305
| +12% | +$825K | 0.68% | 30 |
|
|
2018
Q3 | $8.15M | Sell |
52,249
-718
| -1% | -$112K | 0.67% | 27 |
|
|
2018
Q2 | $7.62M | Buy |
52,967
+61
| +0.1% | +$8.77K | 0.69% | 26 |
|
|
2018
Q1 | $7.2M | Sell |
52,906
-5
| -0% | -$680 | 0.68% | 26 |
|
|
2017
Q4 | $7.13M | Buy |
52,911
+1,786
| +3% | +$241K | 0.69% | 25 |
|
|
2017
Q3 | $6.39M | Buy |
51,125
+3,698
| +8% | +$462K | 0.7% | 27 |
|
|
2017
Q2 | $5.65M | Buy |
47,427
+5,710
| +14% | +$680K | 0.67% | 26 |
|
|
2017
Q1 | $4.75M | Buy |
41,717
+515
| +1% | +$58.6K | 0.68% | 24 |
|
|
2016
Q4 | $4.32M | Sell |
41,202
-2,331
| -5% | -$245K | 0.65% | 27 |
|
|
2016
Q3 | $4.54M | Buy |
43,533
+604
| +1% | +$62.9K | 0.71% | 23 |
|
|
2016
Q2 | $4.31M | Buy |
42,929
+1,547
| +4% | +$155K | 0.72% | 26 |
|
|
2016
Q1 | $4.13M | Sell |
41,382
-736
| -2% | -$73.4K | 0.73% | 23 |
|
|
2015
Q4 | $4.19M | Buy |
+42,118
| New | +$4.19M | 0.78% | 20 |
|