YWP
YorkBridge Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.02M | Buy |
14,095
+1,817
| +15% | +$389K | 0.77% | 36 |
|
|
2022
Q3 | $2.58M | Sell |
12,278
-9,555
| -44% | -$2.01M | 0.67% | 39 |
|
|
2022
Q2 | $4.78M | Buy |
21,833
+5,939
| +37% | +$1.3M | 1.25% | 17 |
|
|
2022
Q1 | $4.41M | Buy |
15,894
+3,206
| +25% | +$890K | 0.97% | 23 |
|
|
2021
Q4 | $3.88M | Buy |
12,688
+964
| +8% | +$295K | 0.87% | 31 |
|
|
2021
Q3 | $3.21M | Buy |
11,724
+407
| +4% | +$112K | 0.81% | 34 |
|
|
2021
Q2 | $3.07M | Buy |
11,317
+1
| +0% | +$271 | 0.8% | 34 |
|
|
2021
Q1 | $2.75M | Sell |
11,316
-214
| -2% | -$52K | 0.81% | 33 |
|
|
2020
Q4 | $2.78M | Sell |
11,530
-275
| -2% | -$66.3K | 0.93% | 33 |
|
|
2020
Q3 | $2.56M | Sell |
11,805
-344
| -3% | -$74.6K | 1.08% | 26 |
|
|
2020
Q2 | $2.33M | Buy |
12,149
+244
| +2% | +$46.8K | 1.07% | 26 |
|
|
2020
Q1 | $1.79M | Buy |
11,905
+156
| +1% | +$23.5K | 1.1% | 23 |
|
|
2019
Q4 | $2.07M | Sell |
11,749
-8
| -0.1% | -$1.41K | 0.95% | 31 |
|
|
2019
Q3 | $1.88M | Sell |
11,757
-100
| -0.8% | -$16K | 0.95% | 33 |
|
|
2019
Q2 | $1.87M | Hold |
11,857
| – | – | 0.83% | 31 |
|
|
2019
Q1 | $1.8M | Sell |
11,857
-1,114
| -9% | -$169K | 0.83% | 36 |
|
|
2018
Q4 | $1.7M | Buy |
12,971
+271
| +2% | +$35.5K | 0.9% | 26 |
|
|
2018
Q3 | $1.99M | Buy |
12,700
+10
| +0.1% | +$1.56K | 0.91% | 24 |
|
|
2018
Q2 | $1.83M | Buy |
12,690
+10
| +0.1% | +$1.44K | 0.8% | 26 |
|
|
2018
Q1 | $1.74M | Buy |
12,680
+45
| +0.4% | +$6.17K | 0.8% | 26 |
|
|
2017
Q4 | $1.71M | Sell |
12,635
-1,205
| -9% | -$163K | 0.82% | 25 |
|
|
2017
Q3 | $1.73M | Buy |
13,840
+82
| +0.6% | +$10.3K | 0.9% | 26 |
|
|
2017
Q2 | $1.63M | Sell |
13,758
-1,460
| -10% | -$173K | 0.87% | 25 |
|
|
2017
Q1 | $1.78M | Buy |
15,218
+656
| +5% | +$76.8K | 0.93% | 26 |
|
|
2016
Q4 | $1.53M | Buy |
+14,562
| New | +$1.53M | 0.9% | 27 |
|