LWS Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-926
| Closed | -$255K | – | 58 |
|
|
2023
Q2 | $255K | Sell |
926
-50
| -5% | -$13.8K | 0.11% | 53 |
|
|
2023
Q1 | $238K | Sell |
976
-1,831
| -65% | -$446K | 0.1% | 56 |
|
|
2022
Q4 | $601K | Sell |
2,807
-79
| -3% | -$16.9K | 0.25% | 39 |
|
|
2022
Q3 | $607K | Sell |
2,886
-302
| -9% | -$63.5K | 0.23% | 40 |
|
|
2022
Q2 | $697K | Buy |
3,188
+18
| +0.6% | +$3.94K | 0.33% | 40 |
|
|
2022
Q1 | $880K | Buy |
3,170
+2
| +0.1% | +$555 | 0.37% | 32 |
|
|
2021
Q4 | $968K | Sell |
3,168
-33
| -1% | -$10.1K | 0.4% | 32 |
|
|
2021
Q3 | $877K | Buy |
3,201
+1
| +0% | +$274 | 0.38% | 32 |
|
|
2021
Q2 | $869K | Sell |
3,200
-183
| -5% | -$49.7K | 0.39% | 31 |
|
|
2021
Q1 | $822K | Sell |
3,383
-379
| -10% | -$92.1K | 0.37% | 34 |
|
|
2020
Q4 | $907K | Sell |
3,762
-1
| -0% | -$241 | 0.41% | 34 |
|
|
2020
Q3 | $816K | Sell |
3,763
-309
| -8% | -$67K | 0.4% | 32 |
|
|
2020
Q2 | $782K | Sell |
4,072
-313
| -7% | -$60.1K | 0.41% | 32 |
|
|
2020
Q1 | $661K | Sell |
4,385
-139
| -3% | -$21K | 0.43% | 31 |
|
|
2019
Q4 | $796K | Buy |
+4,524
| New | +$796K | 0.41% | 30 |
|