DWA
Dougherty Wealth Advisers’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,327
| Closed | -$200K | – | 166 |
|
|
2020
Q1 | $200K | Hold |
1,327
| – | – | 0.8% | 29 |
|
|
2019
Q4 | $233K | Hold |
1,327
| – | – | 0.71% | 34 |
|
|
2019
Q3 | $212K | Hold |
1,327
| – | – | 0.7% | 35 |
|
|
2019
Q2 | $209K | Hold |
1,327
| – | – | 0.59% | 39 |
|
|
2019
Q1 | $201K | Hold |
1,327
| – | – | 0.68% | 36 |
|
|
2018
Q4 | $190K | Buy |
+1,327
| New | +$190K | 0.63% | 40 |
|