CWM
Centric Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,347
| Closed | -$1.19M | – | 157 |
|
|
2021
Q3 | $1.19M | Sell |
4,347
-870
| -17% | -$238K | 0.44% | 60 |
|
|
2021
Q2 | $1.42M | Sell |
5,217
-3
| -0.1% | -$814 | 0.49% | 49 |
|
|
2021
Q1 | $1.27M | Sell |
5,220
-854
| -14% | -$208K | 0.36% | 70 |
|
|
2020
Q4 | $1.47M | Buy |
+6,074
| New | +$1.47M | 0.46% | 57 |
|