WWM
Willingdon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-206
| Closed | -$36K | – | 338 |
|
|
2019
Q4 | $36K | Hold |
206
| – | – | 0.01% | 190 |
|
|
2019
Q3 | $33K | Buy |
206
+106
| +106% | +$17K | 0.01% | 195 |
|
|
2019
Q2 | $16K | Sell |
100
-403
| -80% | -$64.5K | ﹤0.01% | 212 |
|
|
2019
Q1 | $76K | Buy |
503
+51
| +11% | +$7.71K | 0.02% | 158 |
|
|
2018
Q4 | $59K | Hold |
452
| – | – | 0.02% | 168 |
|
|
2018
Q3 | $71K | Hold |
452
| – | – | 0.02% | 183 |
|
|
2018
Q2 | $65K | Hold |
452
| – | – | 0.02% | 172 |
|
|
2018
Q1 | $62K | Hold |
452
| – | – | 0.02% | 156 |
|
|
2017
Q4 | $61K | Sell |
452
-312
| -41% | -$42.1K | 0.02% | 152 |
|
|
2017
Q3 | $96K | Buy |
+764
| New | +$96K | 0.03% | 123 |
|