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

Burt Wealth Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-575
Closed -$210K – 120
2024
Q2 		$210K Buy
+575
New +$210K 0.06% 107
2023
Q3 		– Sell
-810
Closed -$223K – 106
2023
Q2 		$223K Sell
810
-370
-31% -$102K 0.07% 98
2023
Q1 		$288K Sell
1,180
-16
-1% -$3.91K 0.09% 85
2022
Q4 		$256K Sell
1,196
-253
-17% -$54.2K 0.09% 93
2022
Q3 		$305K Hold
1,449
– – 0.12% 66
2022
Q2 		$317K Hold
1,449
– – 0.11% 70
2022
Q1 		$402K Hold
1,449
– – 0.12% 62
2021
Q4 		$443K Sell
1,449
-37
-2% -$11.3K 0.14% 51
2021
Q3 		$407K Hold
1,486
– – 0.13% 57
2021
Q2 		$403K Sell
1,486
-57
-4% -$15.5K 0.15% 53
2021
Q1 		$375K Buy
1,543
+57
+4% +$13.9K 0.14% 57
2020
Q4 		$358K Hold
1,486
– – 0.12% 61
2020
Q3 		$322K Hold
1,486
– – 0.12% 63
2020
Q2 		$285K Sell
1,486
-1
-0.1% -$192 0.12% 61
2020
Q1 		$224K Hold
1,487
– – 0.1% 71
2019
Q4 		$262K Hold
1,487
– – 0.1% 67
2019
Q3 		$237K Hold
1,487
– – 0.1% 74
2019
Q2 		$234K Hold
1,487
– – 0.1% 73
2019
Q1 		$225K Sell
1,487
-9
-0.6% -$1.36K 0.1% 75
2018
Q4 		$196K Hold
1,496
– – 0.09% 80
2018
Q3 		$233K Hold
1,496
– – 0.11% 71
2018
Q2 		$215K Hold
1,496
– – 0.1% 70
2018
Q1 		$204K Buy
1,496
+46
+3% +$6.27K 0.1% 72
2017
Q4 		$195K Hold
1,450
– – 0.12% 73
2017
Q3 		$180K Hold
1,450
– – 0.12% 75
2017
Q2 		$172K Sell
1,450
-510
-26% -$60.5K 0.12% 77
2017
Q1 		$223K Hold
1,960
– – 0.16% 59
2016
Q4 		$205K Sell
1,960
-1,700
-46% -$178K 0.18% 66
2016
Q3 		$381K Hold
3,660
– – 0.41% 33
2016
Q2 		$367K Hold
3,660
– – 0.41% 32
2016
Q1 		$365K Hold
3,660
– – 0.33% 35
2015
Q4 		$364K Sell
3,660
-300
-8% -$29.8K 0.29% 40
2015
Q3 		$368K Hold
3,960
– – 0.46% 30
2015
Q2 		$392K Hold
3,960
– – 0.43% 36
2015
Q1 		$392K Hold
3,960
– – 0.4% 28
2014
Q4 		$379K Buy
+3,960
New +$379K 0.4% 31