Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$269K Buy
2018
Q3
Sell
2018
Q2
$65K Hold
2018
Q1
$62K Buy
2017
Q4
Sell
2017
Q3
$56K Buy
2017
Q2
$23K Hold
2017
Q1
$23K Sell
2016
Q4
$30K Buy
2016
Q3
$20K Hold
2016
Q2
$20K Sell
2016
Q1
$30K Sell
2015
Q4
$35K Buy