Financial Synergies Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-168
| Closed | -$56.6K | – | 255 |
|
|
2024
Q1 | $56.6K | Buy |
168
+112
| +200% | +$37.8K | 0.01% | 122 |
|
|
2023
Q4 | $12.1K | Sell |
56
-118
| -68% | -$25.4K | ﹤0.01% | 173 |
|
|
2023
Q3 | $46.3K | Hold |
174
| – | – | 0.01% | 115 |
|
|
2023
Q2 | $47.9K | Sell |
174
-54
| -24% | -$14.9K | 0.01% | 109 |
|
|
2023
Q1 | $55.7K | Buy |
228
+172
| +307% | +$42K | 0.01% | 106 |
|
|
2022
Q4 | $12.1K | Hold |
56
| – | – | ﹤0.01% | 173 |
|
|
2022
Q3 | $11.8K | Buy |
+56
| New | +$11.8K | ﹤0.01% | 151 |
|