Resurgent Financial 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
Q2
Sell
-100
Closed -$24.4K 513
2023
Q1
$24.4K Sell
100
-1,501
-94% -$367K 0.02% 446
2022
Q4
$343K Sell
1,601
-31
-2% -$6.64K 0.18% 129
2022
Q3
$343K Buy
1,632
+190
+13% +$39.9K 0.23% 115
2022
Q2
$315K Buy
+1,442
New +$315K 0.2% 126