WESPAC Advisors SoCal’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 |
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|
2023
Q2 | $898K | Hold |
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|
2023
Q1 | $798K | Hold |
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|
2022
Q4 | $699K | Hold |
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|
2022
Q3 | $727K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $228K | Hold |
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|
2020
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $249K | Sell |
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|
2019
Q3 | $251K | Hold |
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|
2019
Q2 | $247K | Sell |
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|
2019
Q1 | $272K | Buy |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $27K | Hold |
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|
2017
Q4 | $26K | Buy |
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