Gupta Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $596K | Sell |
5,971
-630
| -10% | -$62.9K | 0.14% | 129 |
|
|
2015
Q4 | $657K | Sell |
6,601
-569
| -8% | -$56.6K | 0.17% | 115 |
|
|
2015
Q3 | $667K | Sell |
7,170
-1,381
| -16% | -$128K | 0.16% | 114 |
|
|
2015
Q2 | $847K | Buy |
8,551
+737
| +9% | +$73K | 0.21% | 102 |
|
|
2015
Q1 | $773K | Buy |
+7,814
| New | +$773K | 0.23% | 99 |
|