KWM
Kolinsky 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $479K | Buy |
1,193
+160
| +15% | +$64.2K | 0.29% | 70 |
|
|
2024
Q3 | $388K | Sell |
1,033
-194
| -16% | -$72.8K | 0.25% | 90 |
|
|
2024
Q2 | $447K | Buy |
1,227
+205
| +20% | +$74.8K | 0.32% | 66 |
|
|
2024
Q1 | $345K | Hold |
1,022
| – | – | 0.26% | 91 |
|
|
2023
Q4 | $310K | Hold |
1,022
| – | – | 0.27% | 91 |
|
|
2023
Q3 | $272K | Hold |
1,022
| – | – | 0.27% | 90 |
|
|
2023
Q2 | $277K | Hold |
1,022
| – | – | 0.26% | 93 |
|
|
2023
Q1 | $250K | Hold |
1,022
| – | – | 0.27% | 99 |
|
|
2022
Q4 | $219K | Buy |
1,022
+1
| +0.1% | +$214 | 0.25% | 113 |
|
|
2022
Q3 | $215K | Hold |
1,021
| – | – | 0.27% | 106 |
|
|
2022
Q2 | $223K | Hold |
1,021
| – | – | 0.26% | 106 |
|
|
2022
Q1 | $284K | Hold |
1,021
| – | – | 0.28% | 89 |
|
|
2021
Q4 | $312K | Buy |
+1,021
| New | +$312K | 0.29% | 93 |
|