Southern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $17M | Sell |
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|
2022
Q4 | $15.4M | Buy |
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|
2022
Q3 | $15.1M | Buy |
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|
2022
Q2 | $12.8M | Buy |
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|
2022
Q1 | $14.9M | Sell |
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|
2021
Q4 | $17.9M | Buy |
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|
2021
Q3 | $13.8M | Hold |
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|
2021
Q2 | $14.2M | Buy |
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|
2021
Q1 | $11.6M | Sell |
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|
2020
Q4 | $11.7M | Sell |
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|
2020
Q3 | $10.6M | Buy |
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|
2020
Q2 | $1.93M | Sell |
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|
2020
Q1 | $1.56M | Sell |
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|
2019
Q4 | $1.97M | Buy |
|