WAM
Worth Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-691
| Closed | -$209K | – | 133 |
|
|
2023
Q4 | $209K | Buy |
+691
| New | +$209K | 0.15% | 97 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$9K | – | 512 |
|
|
2022
Q2 | $9K | Sell |
40
-145
| -78% | -$32.6K | 0.01% | 357 |
|
|
2022
Q1 | $42K | Buy |
+185
| New | +$42K | 0.03% | 225 |
|