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

Burt Wealth Advisors’s Portfolio IWF Stock Details IWF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$210K	Buy
2023 Q3	–	Sell
2023 Q2	$223K	Sell
2023 Q1	$288K	Sell
2022 Q4	$256K	Sell
2022 Q3	$305K	Hold
2022 Q2	$317K	Hold
2022 Q1	$402K	Hold
2021 Q4	$443K	Sell
2021 Q3	$407K	Hold
2021 Q2	$403K	Sell
2021 Q1	$375K	Buy
2020 Q4	$358K	Hold
2020 Q3	$322K	Hold
2020 Q2	$285K	Sell
2020 Q1	$224K	Hold
2019 Q4	$262K	Hold
2019 Q3	$237K	Hold
2019 Q2	$234K	Hold
2019 Q1	$225K	Sell
2018 Q4	$196K	Hold
2018 Q3	$233K	Hold
2018 Q2	$215K	Hold
2018 Q1	$204K	Buy
2017 Q4	$195K	Hold
2017 Q3	$180K	Hold
2017 Q2	$172K	Sell
2017 Q1	$223K	Hold
2016 Q4	$205K	Sell
2016 Q3	$381K	Hold
2016 Q2	$367K	Hold
2016 Q1	$365K	Hold
2015 Q4	$364K	Sell
2015 Q3	$368K	Hold
2015 Q2	$392K	Hold
2015 Q1	$392K	Hold
2014 Q4	$379K	Buy