West Coast Financial’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 | – | Sell |
-5,612
| Closed | -$875K | – | 122 |
|
|
2018
Q3 | $875K | Buy |
+5,612
| New | +$875K | 0.2% | 80 |
|
|
2017
Q4 | – | Sell |
-5,354
| Closed | -$670K | – | 122 |
|
|
2017
Q3 | $670K | Buy |
+5,354
| New | +$670K | 0.18% | 86 |
|
|
2016
Q3 | – | Sell |
-2,742
| Closed | -$275K | – | 137 |
|
|
2016
Q2 | $275K | Hold |
2,742
| – | – | 0.1% | 90 |
|
|
2016
Q1 | $274K | Hold |
2,742
| – | – | 0.11% | 76 |
|
|
2015
Q4 | $273K | Hold |
2,742
| – | – | 0.11% | 82 |
|
|
2015
Q3 | $255K | Buy |
+2,742
| New | +$255K | 0.11% | 82 |
|
|
2015
Q2 | – | Sell |
-3,680
| Closed | -$326K | – | 98 |
|
|
2015
Q1 | $326K | Buy |
+3,680
| New | +$326K | 0.15% | 75 |
|