SWMG
Signature Wealth Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-967
| Closed | -$133K | – | 183 |
|
|
2018
Q3 | $133K | Sell |
967
-120
| -11% | -$16.5K | 0.1% | 74 |
|
|
2018
Q2 | $156K | Hold |
1,087
| – | – | 0.12% | 70 |
|
|
2018
Q1 | $148K | Buy |
1,087
+29
| +3% | +$3.95K | 0.11% | 70 |
|
|
2017
Q4 | $142K | Buy |
+1,058
| New | +$142K | 0.1% | 72 |
|