TCPWM
Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.2M | Sell |
7,244
-142
| -2% | -$43K | 0.53% | 31 |
|
|
2023
Q3 | $1.96M | Sell |
7,386
-30
| -0.4% | -$7.98K | 0.53% | 31 |
|
|
2023
Q2 | $2.04M | Buy |
7,416
+11
| +0.1% | +$3.03K | 0.54% | 31 |
|
|
2023
Q1 | $1.81M | Sell |
7,405
-4
| -0.1% | -$977 | 0.5% | 30 |
|
|
2022
Q4 | $1.59M | Buy |
7,409
+2
| +0% | +$428 | 0.46% | 34 |
|
|
2022
Q3 | $1.56M | Buy |
7,407
+3
| +0% | +$631 | 0.48% | 32 |
|
|
2022
Q2 | $1.62M | Buy |
7,404
+17
| +0.2% | +$3.72K | 0.54% | 27 |
|
|
2022
Q1 | $2.05M | Sell |
7,387
-49
| -0.7% | -$13.6K | 0.61% | 28 |
|
|
2021
Q4 | $2.27M | Sell |
7,436
-23
| -0.3% | -$7.03K | 0.67% | 25 |
|
|
2021
Q3 | $2.04M | Sell |
7,459
-29
| -0.4% | -$7.95K | 0.64% | 25 |
|
|
2021
Q2 | $2.03M | Buy |
7,488
+1
| +0% | +$272 | 0.64% | 24 |
|
|
2021
Q1 | $1.82M | Sell |
7,487
-486
| -6% | -$118K | 0.61% | 25 |
|
|
2020
Q4 | $1.92M | Sell |
7,973
-591
| -7% | -$143K | 0.69% | 22 |
|
|
2020
Q3 | $1.86M | Sell |
8,564
-678
| -7% | -$147K | 0.72% | 22 |
|
|
2020
Q2 | $1.77M | Sell |
9,242
-38
| -0.4% | -$7.29K | 0.74% | 21 |
|
|
2020
Q1 | $1.4M | Sell |
9,280
-36
| -0.4% | -$5.42K | 0.66% | 25 |
|
|
2019
Q4 | $1.64M | Sell |
9,316
-157
| -2% | -$27.6K | 0.7% | 24 |
|
|
2019
Q3 | $1.51M | Sell |
9,473
-91
| -1% | -$14.5K | 0.72% | 21 |
|
|
2019
Q2 | $1.53M | Buy |
9,564
+17
| +0.2% | +$2.72K | 0.75% | 24 |
|
|
2019
Q1 | $1.45M | Buy |
9,547
+69
| +0.7% | +$10.4K | 0.71% | 24 |
|
|
2018
Q4 | $1.24M | Buy |
+9,478
| New | +$1.24M | 0.67% | 25 |
|