WealthSource Partners’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
Q4 | $423K | Sell |
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|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $472K | Sell |
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|
2023
Q1 | $435K | Sell |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $220K | Buy |
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|
2022
Q1 | $271K | Sell |
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|
2021
Q4 | $329K | Sell |
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|
2021
Q3 | $309K | Buy |
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|
2021
Q2 | $247K | Sell |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q4 | $210K | Sell |
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $300K | Sell |
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|
2019
Q3 | $285K | Sell |
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|
2019
Q2 | $430K | Sell |
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|
2019
Q1 | $594K | Buy |
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|
2018
Q4 | $338K | Sell |
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|
2018
Q3 | $517K | Sell |
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|
2018
Q2 | $576K | Sell |
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|
2018
Q1 | $743K | Sell |
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|
2017
Q4 | $1.95M | Buy |
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|
2017
Q3 | $1.13M | Sell |
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|
2017
Q2 | $1.23M | Sell |
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|
2017
Q1 | $1.73M | Buy |
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|
2016
Q4 | $1.37M | Buy |
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|
2016
Q3 | $1.33M | Buy |
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|
2016
Q2 | $712K | Buy |
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