WOSD
WFA of San Diego’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-106
| Closed | -$22.7K | – | 237 |
|
|
2022
Q4 | $22.7K | Buy |
+106
| New | +$22.7K | 0.02% | 276 |
|
|
2022
Q3 | – | Sell |
-106
| Closed | -$23K | – | 233 |
|
|
2022
Q2 | $23K | Buy |
+106
| New | +$23K | 0.02% | 212 |
|
|
2022
Q1 | – | Sell |
-397
| Closed | -$121K | – | 120 |
|
|
2021
Q4 | $121K | Hold |
397
| – | – | 0.07% | 152 |
|
|
2021
Q3 | $109K | Buy |
+397
| New | +$109K | 0.08% | 139 |
|
|
2021
Q1 | – | Sell |
-170
| Closed | -$241 | – | 108 |
|
|
2020
Q4 | $241 | Buy |
+170
| New | +$241 | 0.06% | 37 |
|
|
2020
Q3 | – | Sell |
-1,448
| Closed | -$265K | – | 160 |
|
|
2020
Q2 | $265K | Buy |
+1,448
| New | +$265K | 0.06% | 214 |
|