WR Wealth Planners’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
2024
Q4
$90K Buy
2024
Q3
$44.3K Sell
2024
Q2
$73.3K Hold
2024
Q1
$67.7K Buy
2023
Q4
Sell
2023
Q3
$35.9K Buy
2023
Q2
$19.3K Buy
2023
Q1
$977 Hold
2022
Q4
$857 Hold
2022
Q3
$842 Hold
2022
Q2
$875 Hold
2022
Q1
$1.11K Buy