WR Wealth Planners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $90K | Buy |
224
+106
| +90% | +$42.6K | 0.03% | 247 |
|
|
2024
Q3 | $44.3K | Sell |
118
-83
| -41% | -$31.2K | 0.01% | 349 |
|
|
2024
Q2 | $73.3K | Hold |
201
| – | – | 0.02% | 283 |
|
|
2024
Q1 | $67.7K | Buy |
+201
| New | +$67.7K | 0.02% | 293 |
|
|
2023
Q4 | – | Sell |
-135
| Closed | -$35.9K | – | 528 |
|
|
2023
Q3 | $35.9K | Buy |
135
+65
| +93% | +$17.3K | 0.01% | 360 |
|
|
2023
Q2 | $19.3K | Buy |
70
+66
| +1,650% | +$18.2K | 0.01% | 445 |
|
|
2023
Q1 | $977 | Hold |
4
| – | – | ﹤0.01% | 836 |
|
|
2022
Q4 | $857 | Hold |
4
| – | – | ﹤0.01% | 436 |
|
|
2022
Q3 | $842 | Hold |
4
| – | – | ﹤0.01% | 430 |
|
|
2022
Q2 | $875 | Hold |
4
| – | – | ﹤0.01% | 462 |
|
|
2022
Q1 | $1.11K | Buy |
+4
| New | +$1.11K | ﹤0.01% | 461 |
|