AWMS
Advocacy Wealth Management Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-42,676
| Closed | -$10.5M | – | 205 |
|
|
2021
Q1 | $10.5M | Sell |
42,676
-1,513
| -3% | -$374K | 2.11% | 8 |
|
|
2020
Q4 | $10.7M | Buy |
44,189
+10,484
| +31% | +$2.53M | 1.59% | 11 |
|
|
2020
Q3 | $7.4M | Buy |
33,705
+6,669
| +25% | +$1.46M | 1.19% | 12 |
|
|
2020
Q2 | $5.19M | Buy |
27,036
+4,999
| +23% | +$960K | 1.05% | 14 |
|
|
2020
Q1 | $3.18M | Buy |
22,037
+15,201
| +222% | +$2.19M | 0.7% | 14 |
|
|
2019
Q4 | $1.2M | Buy |
6,836
+3,365
| +97% | +$592K | 0.34% | 22 |
|
|
2019
Q3 | $554K | Buy |
+3,471
| New | +$554K | 0.37% | 21 |
|
|
2017
Q3 | – | Sell |
-868
| Closed | -$103K | – | 275 |
|
|
2017
Q2 | $103K | Buy |
+868
| New | +$103K | 0.04% | 44 |
|