DWMG
DB Wealth Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $394K | Sell |
1,301
-119
| -8% | -$36.1K | 0.22% | 68 |
|
|
2023
Q3 | $378K | Buy |
1,420
+382
| +37% | +$102K | 0.24% | 66 |
|
|
2023
Q2 | $286K | Buy |
1,038
+7
| +0.7% | +$1.93K | 0.17% | 73 |
|
|
2023
Q1 | $252K | Hold |
1,031
| – | – | 0.16% | 77 |
|
|
2022
Q4 | $221K | Hold |
1,031
| – | – | 0.14% | 76 |
|
|
2022
Q3 | $217K | Hold |
1,031
| – | – | 0.15% | 78 |
|
|
2022
Q2 | $225K | Hold |
1,031
| – | – | 0.15% | 78 |
|
|
2022
Q1 | $286K | Sell |
1,031
-21
| -2% | -$5.83K | 0.17% | 74 |
|
|
2021
Q4 | $321K | Buy |
1,052
+782
| +290% | +$239K | 0.19% | 70 |
|
|
2021
Q3 | $74K | Hold |
270
| – | – | 0.05% | 133 |
|
|
2021
Q2 | $73K | Hold |
270
| – | – | 0.05% | 133 |
|
|
2021
Q1 | $66K | Hold |
270
| – | – | 0.05% | 139 |
|
|
2020
Q4 | $65K | Buy |
+270
| New | +$65K | 0.05% | 136 |
|