WA
WealthTrust-Arizona’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.04M | Buy |
7,929
+720
| +10% | +$94.3K | 0.6% | 22 |
|
|
2018
Q3 | $1.13M | Sell |
7,209
-2
| -0% | -$312 | 0.54% | 25 |
|
|
2018
Q2 | $1.04M | Buy |
7,211
+99
| +1% | +$14.2K | 0.53% | 27 |
|
|
2018
Q1 | $968K | Sell |
7,112
-1,298
| -15% | -$177K | 0.51% | 26 |
|
|
2017
Q4 | $1.13M | Sell |
8,410
-49
| -0.6% | -$6.6K | 0.56% | 24 |
|
|
2017
Q3 | $1.06M | Sell |
8,459
-156
| -2% | -$19.5K | 0.54% | 24 |
|
|
2017
Q2 | $1.03M | Hold |
8,615
| – | – | 0.53% | 23 |
|
|
2017
Q1 | $980K | Sell |
8,615
-324
| -4% | -$36.9K | 0.53% | 23 |
|
|
2016
Q4 | $938K | Sell |
8,939
-110
| -1% | -$11.5K | 0.54% | 21 |
|
|
2016
Q3 | $943K | Sell |
9,049
-505
| -5% | -$52.6K | 0.57% | 19 |
|
|
2016
Q2 | $959K | Buy |
9,554
+180
| +2% | +$18.1K | 0.59% | 17 |
|
|
2016
Q1 | $935K | Sell |
9,374
-1,843
| -16% | -$184K | 0.6% | 18 |
|
|
2015
Q4 | $1.12M | Sell |
11,217
-569
| -5% | -$56.6K | 0.67% | 19 |
|
|
2015
Q3 | $1.1M | Buy |
11,786
+12
| +0.1% | +$1.12K | 0.68% | 19 |
|
|
2015
Q2 | $1.17M | Sell |
11,774
-182
| -2% | -$18K | 0.7% | 17 |
|
|
2015
Q1 | $1.18M | Sell |
11,956
-2,155
| -15% | -$213K | 0.72% | 17 |
|
|
2014
Q4 | $1.35M | Sell |
14,111
-8,420
| -37% | -$805K | 1.13% | 17 |
|
|
2014
Q3 | $2.07M | Sell |
22,531
-1,634
| -7% | -$150K | 2.28% | 9 |
|
|
2014
Q2 | $2.2M | Buy |
24,165
+651
| +3% | +$59.2K | 2.35% | 11 |
|
|
2014
Q1 | $2.04M | Buy |
23,514
+3,407
| +17% | +$295K | 2.3% | 12 |
|
|
2013
Q4 | $1.73M | Buy |
20,107
+165
| +0.8% | +$14.2K | 2.01% | 15 |
|
|
2013
Q3 | $1.56M | Buy |
19,942
+205
| +1% | +$16K | 1.96% | 15 |
|
|
2013
Q2 | $1.44M | Buy |
+19,737
| New | +$1.44M | 1.94% | 17 |
|