WealthPlan Investment Management’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
Q1
Sell
-3,400
Closed -$810K 506
2022
Q4
$810K Sell
3,400
-235
-6% -$56K 0.06% 192
2022
Q3
$811K Buy
+3,635
New +$811K 0.06% 184
2022
Q1
$1.04M Buy
+4,270
New +$1.04M 0.07% 166