V Wealth Advisors’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 Q3	–	Sell	-26,616	Closed	-$1.83M	–	234
2023 Q2	$1.83M	Sell	26,616 -2,488	-9%	-$158K	0.31%	71
2023 Q1	$1.78M	Sell	29,104 -468	-2%	-$27K	0.33%	67
2022 Q4	$1.58M	Sell	29,572 -2,208	-7%	-$121K	0.33%	68
2022 Q3	$1.67M	Buy	31,780 +248	+0.8%	+$14.6K	0.34%	64
2022 Q2	$1.72M	Buy	31,532 +1,076	+4%	+$64.6K	0.33%	74
2022 Q1	$2.11M	Sell	30,456 -5,388	-15%	-$368K	0.34%	61
2021 Q4	$2.74M	Sell	35,844 -1,984	-5%	-$147K	0.4%	49
2021 Q3	$2.59M	Sell	37,828 -1,116	-3%	-$78.9K	0.41%	50
2021 Q2	$2.64M	Sell	38,944 -2,076	-5%	-$134K	0.42%	48
2021 Q1	$2.49M	Sell	41,020 -32	-0.1%	-$1.95K	0.46%	41
2020 Q4	$2.48M	Buy	+41,052	New	+$2.34M	0.51%	34
2020 Q3	–	Sell	-37,840	Closed	-$1.82M	–	249
2020 Q2	$1.82M	Sell	37,840 -500	-1%	-$22K	0.47%	44
2020 Q1	$1.44M	Sell	38,340 -1,476	-4%	-$63.6K	0.45%	47
2019 Q4	$1.59M	Hold	39,816	–	–	0.57%	42
2019 Q3	$1.59M	Sell	39,816 -520	-1%	-$20.8K	0.57%	42
2019 Q2	$1.59M	Sell	40,336 -464	-1%	-$18K	0.6%	45
2019 Q1	$1.61M	Sell	40,800 -2,808	-6%	-$101K	0.65%	42
2018 Q4	$1.47M	Sell	43,608 -1,984	-4%	-$69.9K	0.75%	37
2018 Q3	$1.78M	Buy	45,592 +1,776	+4%	+$67.3K	0.82%	34
2018 Q2	$1.62M	Sell	43,816 -892	-2%	-$31.5K	0.91%	32
2018 Q1	$1.48M	Sell	44,708 -2,968	-6%	-$104K	0.79%	41
2017 Q4	$1.67M	Sell	47,676 -3,448	-7%	-$113K	0.84%	39
2017 Q3	$1.6M	Sell	51,124 -644	-1%	-$19.7K	0.81%	38
2017 Q2	$1.54M	Sell	51,768 -224	-0.4%	-$6.58K	0.72%	43
2017 Q1	$1.48M	Sell	51,992 -4,464	-8%	-$124K	0.91%	37
2016 Q4	$1.48M	Sell	56,456 -528	-0.9%	-$13.7K	1.08%	30
2016 Q3	$1.49M	Sell	56,984 -22,476	-28%	-$584K	1.2%	25
2016 Q2	$2M	Sell	79,460 -6,536	-8%	-$163K	1.64%	11
2016 Q1	$2.15M	Buy	+85,996	New	+$2.03M	1.72%	10