Woodley Farra Manion Portfolio Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,500
| Closed | -$416K | – | 95 |
|
|
2022
Q1 | $416K | Sell |
1,500
-175
| -10% | -$48.5K | 0.03% | 70 |
|
|
2021
Q4 | $512K | Buy |
1,675
+75
| +5% | +$22.9K | 0.04% | 69 |
|
|
2021
Q3 | $438K | Sell |
1,600
-125
| -7% | -$34.2K | 0.04% | 70 |
|
|
2021
Q2 | $468K | Sell |
1,725
-400
| -19% | -$109K | 0.04% | 72 |
|
|
2021
Q1 | $516K | Sell |
2,125
-625
| -23% | -$152K | 0.04% | 67 |
|
|
2020
Q4 | $663K | Sell |
2,750
-200
| -7% | -$48.2K | 0.06% | 60 |
|
|
2020
Q3 | $640K | Sell |
2,950
-175
| -6% | -$38K | 0.07% | 57 |
|
|
2020
Q2 | $600K | Hold |
3,125
| – | – | 0.06% | 56 |
|
|
2020
Q1 | $471K | Sell |
3,125
-575
| -16% | -$86.7K | 0.06% | 58 |
|
|
2019
Q4 | $651K | Buy |
+3,700
| New | +$651K | 0.06% | 58 |
|