WFWM
Wechter Feldman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,313
| Closed | -$319K | – | 25 |
|
|
2021
Q1 | $319K | Sell |
1,313
-51
| -4% | -$12.4K | 0.24% | 20 |
|
|
2020
Q4 | $329K | Sell |
1,364
-115
| -8% | -$27.7K | 0.24% | 19 |
|
|
2020
Q3 | $321K | Buy |
1,479
+269
| +22% | +$58.4K | 0.25% | 18 |
|
|
2020
Q2 | $232K | Buy |
+1,210
| New | +$232K | 0.21% | 22 |
|