WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $826K | Buy |
6,941
+1,789
| +35% | +$213K | 0.19% | 128 |
|
|
2017
Q1 | $586K | Sell |
5,152
-1,729
| -25% | -$197K | 0.16% | 151 |
|
|
2016
Q4 | $722K | Sell |
6,881
-658
| -9% | -$69K | 0.18% | 150 |
|
|
2016
Q3 | $785K | Sell |
7,539
-3
| -0% | -$312 | 0.2% | 125 |
|
|
2016
Q2 | $757K | Sell |
7,542
-104
| -1% | -$10.4K | 0.2% | 120 |
|
|
2016
Q1 | $763K | Buy |
7,646
+2,487
| +48% | +$248K | 0.22% | 111 |
|
|
2015
Q4 | $513K | Sell |
5,159
-2,886
| -36% | -$287K | 0.15% | 161 |
|
|
2015
Q3 | $748K | Buy |
8,045
+220
| +3% | +$20.5K | 0.23% | 100 |
|
|
2015
Q2 | $775K | Buy |
7,825
+331
| +4% | +$32.8K | 0.21% | 106 |
|
|
2015
Q1 | $741K | Buy |
7,494
+356
| +5% | +$35.2K | 0.21% | 112 |
|
|
2014
Q4 | $682K | Sell |
7,138
-745
| -9% | -$71.2K | 0.14% | 166 |
|
|
2014
Q3 | $722K | Buy |
7,883
+856
| +12% | +$78.4K | 0.14% | 180 |
|
|
2014
Q2 | $639K | Sell |
7,027
-310
| -4% | -$28.2K | 0.12% | 205 |
|
|
2014
Q1 | $635K | Sell |
7,337
-680
| -8% | -$58.9K | 0.13% | 193 |
|
|
2013
Q4 | $689K | Sell |
8,017
-2,436
| -23% | -$209K | 0.1% | 238 |
|
|
2013
Q3 | $817K | Sell |
10,453
-12,332
| -54% | -$964K | 0.13% | 191 |
|
|
2013
Q2 | $1.66M | Buy |
+22,785
| New | +$1.66M | 0.28% | 84 |
|