CWA
Cypress Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,631
| Closed | -$670K | – | 70 |
|
|
2017
Q2 | $670K | Hold |
5,631
| – | – | 0.78% | 35 |
|
|
2017
Q1 | $641K | Hold |
5,631
| – | – | 0.29% | 75 |
|
|
2016
Q4 | $591K | Hold |
5,631
| – | – | 0.27% | 80 |
|
|
2016
Q3 | $587K | Hold |
5,631
| – | – | 0.26% | 83 |
|
|
2016
Q2 | $565K | Hold |
5,631
| – | – | 0.28% | 81 |
|
|
2016
Q1 | $562K | Hold |
5,631
| – | – | 0.26% | 84 |
|
|
2015
Q4 | $560K | Hold |
5,631
| – | – | 0.28% | 80 |
|
|
2015
Q3 | $524K | Hold |
5,631
| – | – | 0.28% | 82 |
|
|
2015
Q2 | $558K | Buy |
+5,631
| New | +$558K | 0.33% | 77 |
|