EisnerAmper Wealth Management Corporate Benefits’s iShares Russell 1000 Growth ETF IWF Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$1.96M	Sell	6,462 -164	-2%	-$49.7K	0.72%	34
2023 Q3	$1.76M	Sell	6,626 -1,471	-18%	-$391K	0.79%	38
2023 Q2	$2.23M	Sell	8,097 -1,109	-12%	-$305K	1.07%	27
2023 Q1	$2.25M	Sell	9,206 -4,401	-32%	-$1.08M	1.09%	28
2022 Q4	$2.92M	Hold	13,607	–	–	1.49%	19
2022 Q3	$2.86M	Hold	13,607	–	–	1.63%	19
2022 Q2	$2.98M	Hold	13,607	–	–	1.58%	20
2022 Q1	$3.78M	Hold	13,607	–	–	1.81%	16
2021 Q4	$4.16M	Hold	13,607	–	–	1.89%	14
2021 Q3	$3.73M	Hold	13,607	–	–	1.88%	16
2021 Q2	$3.69M	Sell	13,607 -70	-0.5%	-$19K	1.86%	17
2021 Q1	$3.32M	Buy	13,677 +70	+0.5%	+$17K	1.79%	16
2020 Q4	$3.28M	Hold	13,607	–	–	1.88%	17
2020 Q3	$2.95M	Sell	13,607 -87	-0.6%	-$18.9K	1.94%	15
2020 Q2	$2.63M	Hold	13,694	–	–	1.8%	16
2020 Q1	$2.06M	Hold	13,694	–	–	1.4%	17
2019 Q4	$2.41M	Sell	13,694 -156	-1%	-$27.4K	1.65%	18
2019 Q3	$2.21M	Buy	13,850 +36	+0.3%	+$5.75K	1.6%	18
2019 Q2	$2.17M	Sell	13,814 -107	-0.8%	-$16.8K	1.62%	18
2019 Q1	$2.11M	Sell	13,921 -503	-3%	-$76.1K	1.57%	18
2018 Q4	$1.89M	Hold	14,424	–	–	1.63%	17
2018 Q3	$2.25M	Hold	14,424	–	–	1.74%	16
2018 Q2	$2.07M	Hold	14,424	–	–	1.69%	18
2018 Q1	$1.96M	Hold	14,424	–	–	1.65%	17
2017 Q4	$1.94M	Sell	14,424 -2,858	-17%	-$385K	1.58%	18
2017 Q3	$2.16M	Sell	17,282 -567	-3%	-$70.9K	1.86%	15
2017 Q2	$2.12M	Hold	17,849	–	–	1.83%	15
2017 Q1	$2.03M	Sell	17,849 -350	-2%	-$39.8K	1.76%	17
2016 Q4	$1.91M	Hold	18,199	–	–	1.64%	15
2016 Q3	$1.89M	Sell	18,199 -200	-1%	-$20.8K	1.62%	15
2016 Q2	$1.85M	Hold	18,399	–	–	1.69%	15
2016 Q1	$1.84M	Hold	18,399	–	–	1.73%	15
2015 Q4	$1.83M	Hold	18,399	–	–	1.8%	15
2015 Q3	$1.71M	Hold	18,399	–	–	1.21%	16
2015 Q2	$1.82M	Sell	18,399 -22	-0.1%	-$2.18K	1.4%	14
2015 Q1	$1.82M	Hold	18,421	–	–	1.38%	17
2014 Q4	$1.76M	Buy	+18,421	New	+$1.76M	1.4%	17