Independence Wealth Advisors’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	$7.33M	Sell	121,544 -928	-0.8%	-$52.8K	16.43%	3
2020 Q3	$6.64M	Sell	122,472 -11,216	-8%	-$591K	17.13%	2
2020 Q2	$6.42M	Sell	133,688 -6,244	-4%	-$275K	15.43%	2
2020 Q1	$5.27M	Sell	139,932 -6,800	-5%	-$293K	6.33%	8
2019 Q4	$6.45M	Sell	146,732 -3,956	-3%	-$165K	6.27%	9
2019 Q3	$6.01M	Sell	150,688 -37,704	-20%	-$1.51M	6.35%	8
2019 Q2	$7.41M	Buy	188,392 +20,480	+12%	+$793K	7.31%	5
2019 Q1	$6.35M	Sell	167,912 -1,460	-0.9%	-$52.5K	6.85%	8
2018 Q4	$5.54M	Buy	169,372 +3,352	+2%	+$118K	6.66%	9
2018 Q3	$6.47M	Sell	166,020 -400	-0.2%	-$15.1K	6.56%	7
2018 Q2	$5.98M	Sell	166,420 -7,596	-4%	-$268K	6.21%	7
2018 Q1	$5.92M	Sell	174,016 -6,424	-4%	-$225K	5.47%	7
2017 Q4	$6.08M	Buy	+180,440	New	+$5.91M	5.56%	7