Wells Trecaso Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-549
| Closed | -$200K | – | 93 |
|
|
2024
Q2 | $200K | Sell |
549
-175
| -24% | -$63.8K | 0.07% | 89 |
|
|
2024
Q1 | $244K | Sell |
724
-100
| -12% | -$33.7K | 0.09% | 86 |
|
|
2023
Q4 | $250K | Sell |
824
-150
| -15% | -$45.5K | 0.1% | 76 |
|
|
2023
Q3 | $259K | Buy |
974
+7
| +0.7% | +$1.86K | 0.12% | 78 |
|
|
2023
Q2 | $266K | Buy |
+967
| New | +$266K | 0.11% | 75 |
|
|
2018
Q4 | – | Sell |
-4,485
| Closed | -$700K | – | 71 |
|
|
2018
Q3 | $700K | Sell |
4,485
-11
| -0.2% | -$1.72K | 0.58% | 37 |
|
|
2018
Q2 | $647K | Hold |
4,496
| – | – | 0.61% | 34 |
|
|
2018
Q1 | $612K | Buy |
+4,496
| New | +$612K | 0.58% | 35 |
|