Bromfield Sneider Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$300K Buy
2023
Q4
$270K Buy
2023
Q3
$236K Sell
2023
Q2
$251K Buy
2023
Q1
$223K Hold
2022
Q4
$195K Sell
2022
Q3
$385K Hold
2022
Q2
$400K Buy
2022
Q1
$35K Buy