EWP
Engrave Wealth Partners’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 | $1.27M | Hold |
4,185
| – | – | 0.36% | 29 |
|
|
2023
Q3 | $1.11M | Sell |
4,185
-319
| -7% | -$84.9K | 0.34% | 25 |
|
|
2023
Q2 | $1.24M | Sell |
4,504
-68
| -1% | -$18.7K | 0.39% | 23 |
|
|
2023
Q1 | $1.09M | Sell |
4,572
-108
| -2% | -$25.8K | 0.37% | 23 |
|
|
2022
Q4 | $1.03M | Sell |
4,680
-800
| -15% | -$177K | 0.36% | 26 |
|
|
2022
Q3 | $1.15M | Sell |
5,480
-98
| -2% | -$20.6K | 0.54% | 18 |
|
|
2022
Q2 | $1.22M | Sell |
5,578
-1,219
| -18% | -$267K | 0.54% | 20 |
|
|
2022
Q1 | $1.89M | Hold |
6,797
| – | – | 0.7% | 17 |
|
|
2021
Q4 | $2.08M | Hold |
6,797
| – | – | 0.6% | 27 |
|
|
2021
Q3 | $1.86M | Sell |
6,797
-78
| -1% | -$21.4K | 0.55% | 29 |
|
|
2021
Q2 | $1.87M | Buy |
6,875
+129
| +2% | +$35K | 0.56% | 34 |
|
|
2021
Q1 | $1.64M | Sell |
6,746
-1,764
| -21% | -$429K | 0.66% | 33 |
|
|
2020
Q4 | $2.06M | Buy |
8,510
+32
| +0.4% | +$7.74K | 1.69% | 21 |
|
|
2020
Q3 | $1.83M | Sell |
8,478
-1,283
| -13% | -$277K | 1.77% | 15 |
|
|
2020
Q2 | $1.87M | Sell |
9,761
-365
| -4% | -$70K | 1.67% | 14 |
|
|
2020
Q1 | $1.53M | Sell |
10,126
-62
| -0.6% | -$9.34K | 1.8% | 15 |
|
|
2019
Q4 | $1.79M | Buy |
+10,188
| New | +$1.79M | 1.72% | 15 |
|