TWM
Titus Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.43M | Buy |
24,837
+13
| +0.1% | +$2.84K | 2.72% | 10 |
|
|
2022
Q1 | $6.89M | Buy |
24,824
+1,095
| +5% | +$304K | 3.11% | 8 |
|
|
2021
Q4 | $7.25M | Buy |
23,729
+80
| +0.3% | +$24.4K | 3.27% | 7 |
|
|
2021
Q3 | $6.48M | Buy |
23,649
+397
| +2% | +$109K | 3.4% | 7 |
|
|
2021
Q2 | $6.31M | Buy |
23,252
+459
| +2% | +$125K | 3.42% | 8 |
|
|
2021
Q1 | $5.54M | Buy |
22,793
+1,365
| +6% | +$332K | 3.24% | 8 |
|
|
2020
Q4 | $5.17M | Buy |
21,428
+884
| +4% | +$213K | 3.17% | 8 |
|
|
2020
Q3 | $4.46M | Buy |
20,544
+429
| +2% | +$93.1K | 3.18% | 9 |
|
|
2020
Q2 | $3.86M | Buy |
20,115
+80
| +0.4% | +$15.4K | 3.04% | 8 |
|
|
2020
Q1 | $3.02M | Sell |
20,035
-427
| -2% | -$64.3K | 2.85% | 9 |
|
|
2019
Q4 | $3.6M | Sell |
20,462
-19
| -0.1% | -$3.34K | 3.61% | 6 |
|
|
2019
Q3 | $3.27M | Buy |
20,481
+918
| +5% | +$147K | 2.99% | 8 |
|
|
2019
Q2 | $3.08M | Sell |
19,563
-1,415
| -7% | -$223K | 3.04% | 7 |
|
|
2019
Q1 | $3.18K | Sell |
20,978
-2,379
| -10% | -$360 | 2.8% | 8 |
|
|
2018
Q4 | $3.06K | Sell |
23,357
-305
| -1% | -$40 | 2.61% | 8 |
|
|
2018
Q3 | $3.69M | Buy |
23,662
+1,262
| +6% | +$197K | 3.18% | 9 |
|
|
2018
Q2 | $3.22M | Sell |
22,400
-292
| -1% | -$42K | 3.44% | 8 |
|
|
2018
Q1 | $3.09M | Buy |
22,692
+999
| +5% | +$136K | 2.98% | 9 |
|
|
2017
Q4 | $2.92M | Buy |
+21,693
| New | +$2.92M | 3.3% | 9 |
|