Wilshire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,897
| Closed | -$3.01M | – | 23 |
|
|
2020
Q3 | $3.01M | Sell |
13,897
-1,499
| -10% | -$325K | 3.06% | 13 |
|
|
2020
Q2 | $2.96M | Buy |
15,396
+3,833
| +33% | +$736K | 3.11% | 13 |
|
|
2020
Q1 | $1.74M | Sell |
11,563
-773
| -6% | -$116K | 1.9% | 20 |
|
|
2019
Q4 | $2.17M | Sell |
12,336
-965
| -7% | -$170K | 1.93% | 20 |
|
|
2019
Q3 | $2.12M | Sell |
13,301
-417
| -3% | -$66.6K | 1.89% | 22 |
|
|
2019
Q2 | $2.16M | Sell |
13,718
-591
| -4% | -$93K | 1.91% | 22 |
|
|
2019
Q1 | $2.17M | Sell |
14,309
-1,500
| -9% | -$227K | 2.03% | 19 |
|
|
2018
Q4 | $2.07M | Buy |
15,809
+765
| +5% | +$100K | 2.18% | 17 |
|
|
2018
Q3 | $2.35M | Sell |
15,044
-8,514
| -36% | -$1.33M | 2.22% | 17 |
|
|
2018
Q2 | $3.39M | Buy |
23,558
+7,729
| +49% | +$1.11M | 3.2% | 13 |
|
|
2018
Q1 | $2.15M | Sell |
15,829
-9,468
| -37% | -$1.29M | 2.01% | 16 |
|
|
2017
Q4 | $3.41M | Sell |
25,297
-10,265
| -29% | -$1.38M | 3.17% | 13 |
|
|
2017
Q3 | $4.45M | Sell |
35,562
-1,049
| -3% | -$131K | 3.94% | 12 |
|
|
2017
Q2 | $4.34M | Buy |
36,611
+17,520
| +92% | +$2.08M | 3.77% | 11 |
|
|
2017
Q1 | $2.17M | Buy |
+19,091
| New | +$2.17M | 1.71% | 17 |
|