LWS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $601K | Sell |
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|
2022
Q3 | $607K | Sell |
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|
2022
Q2 | $697K | Buy |
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|
2022
Q1 | $880K | Buy |
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|
2021
Q4 | $968K | Sell |
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|
2021
Q3 | $877K | Buy |
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|
2021
Q2 | $869K | Sell |
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|
2021
Q1 | $822K | Sell |
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|
2020
Q4 | $907K | Sell |
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|
2020
Q3 | $816K | Sell |
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|
2020
Q2 | $782K | Sell |
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|
2020
Q1 | $661K | Sell |
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|
2019
Q4 | $796K | Buy |
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