LWP
Legacy Wealth Planning’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 | $1.82M | Sell |
8,641
-1,029
| -11% | -$216K | 3.01% | 6 |
|
|
2022
Q2 | $2.12M | Hold |
9,670
| – | – | 3.03% | 6 |
|
|
2022
Q1 | $2.69M | Sell |
9,670
-296
| -3% | -$82.2K | 3.16% | 5 |
|
|
2021
Q4 | $3.05M | Sell |
9,966
-251
| -2% | -$76.7K | 3.47% | 5 |
|
|
2021
Q3 | $2.8M | Sell |
10,217
-246
| -2% | -$67.4K | 3.14% | 5 |
|
|
2021
Q2 | $2.84M | Sell |
10,463
-73
| -0.7% | -$19.8K | 3.23% | 5 |
|
|
2021
Q1 | $2.56M | Sell |
10,536
-1,079
| -9% | -$262K | 3.27% | 5 |
|
|
2020
Q4 | $2.8M | Sell |
11,615
-273
| -2% | -$65.8K | 3.59% | 5 |
|
|
2020
Q3 | $2.58M | Sell |
11,888
-1,077
| -8% | -$234K | 2.95% | 8 |
|
|
2020
Q2 | $2.49M | Sell |
12,965
-1,282
| -9% | -$246K | 2.96% | 9 |
|
|
2020
Q1 | $2.15M | Sell |
14,247
-1,338
| -9% | -$202K | 3.44% | 5 |
|
|
2019
Q4 | $2.74M | Buy |
+15,585
| New | +$2.74M | 3.11% | 7 |
|