JPLA
Joseph P. Lucia & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-250
| Closed | -$55K | – | 270 |
|
|
2022
Q2 | $55K | Hold |
250
| – | – | 0.04% | 171 |
|
|
2022
Q1 | $69K | Buy |
+250
| New | +$69K | 0.04% | 174 |
|
|
2021
Q4 | – | Sell |
-250
| Closed | -$69K | – | 338 |
|
|
2021
Q3 | $69K | Hold |
250
| – | – | 0.04% | 197 |
|
|
2021
Q2 | $68K | Hold |
250
| – | – | 0.04% | 200 |
|
|
2021
Q1 | $61K | Hold |
250
| – | – | 0.03% | 195 |
|
|
2020
Q4 | $60K | Buy |
+250
| New | +$60K | 0.04% | 175 |
|
|
2020
Q3 | – | Sell |
-314
| Closed | -$60K | – | 269 |
|
|
2020
Q2 | $60K | Hold |
314
| – | – | 0.05% | 159 |
|
|
2020
Q1 | $47K | Hold |
314
| – | – | 0.05% | 160 |
|
|
2019
Q4 | $55K | Hold |
314
| – | – | 0.05% | 167 |
|
|
2019
Q3 | $50K | Hold |
314
| – | – | 0.05% | 173 |
|
|
2019
Q2 | $49K | Sell |
314
-48,390
| -99% | -$7.55M | 0.05% | 171 |
|
|
2019
Q1 | $314 | Buy |
+48,704
| New | +$314 | 0.02% | 190 |
|