Lenox Wealth Management’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
Q2 | $107K | Sell |
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2020
Q1 | $94K | Buy |
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|
2019
Q4 | $99K | Sell |
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|
2019
Q3 | $90K | Buy |
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|
2019
Q2 | $88K | Hold |
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|
2019
Q1 | $85K | Buy |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $25K | Hold |
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|
2018
Q2 | $23K | Hold |
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|
2018
Q1 | $21K | Hold |
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|
2017
Q4 | $22K | Hold |
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|
2017
Q3 | $20K | Hold |
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|
2017
Q2 | $19K | Buy |
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