WMS
Wealth Management Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $450K | Hold |
1,690
| – | – | 0.31% | 44 |
|
|
2023
Q2 | $465K | Buy |
1,690
+2
| +0.1% | +$550 | 0.3% | 41 |
|
|
2023
Q1 | $412K | Sell |
1,688
-239
| -12% | -$58.4K | 0.24% | 50 |
|
|
2022
Q4 | $413K | Sell |
1,927
-715
| -27% | -$153K | 0.22% | 57 |
|
|
2022
Q3 | $556K | Buy |
2,642
+60
| +2% | +$12.6K | 0.32% | 33 |
|
|
2022
Q2 | $565K | Sell |
2,582
-83
| -3% | -$18.2K | 0.32% | 38 |
|
|
2022
Q1 | $740K | Sell |
2,665
-229
| -8% | -$63.6K | 0.38% | 39 |
|
|
2021
Q4 | $884K | Buy |
+2,894
| New | +$884K | 0.45% | 39 |
|