TCWP’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
Q4 | – | Sell |
-21,889
| Closed | -$5.82M | – | 74 |
|
|
2023
Q3 | $5.82M | Buy |
21,889
+784
| +4% | +$209K | 4.43% | 2 |
|
|
2023
Q2 | $5.81M | Buy |
21,105
+662
| +3% | +$182K | 1.24% | 24 |
|
|
2023
Q1 | $4.99M | Buy |
20,443
+152
| +0.7% | +$37.1K | 0.95% | 31 |
|
|
2022
Q4 | $4.35M | Sell |
20,291
-585
| -3% | -$125K | 0.88% | 33 |
|
|
2022
Q3 | $4.39M | Buy |
20,876
+1,302
| +7% | +$274K | 0.93% | 29 |
|
|
2022
Q2 | $4.28M | Buy |
19,574
+1,710
| +10% | +$374K | 0.91% | 31 |
|
|
2022
Q1 | $4.96M | Buy |
17,864
+5,469
| +44% | +$1.52M | 0.9% | 26 |
|
|
2021
Q4 | $3.79M | Buy |
+12,395
| New | +$3.79M | 0.75% | 45 |
|