YorkBridge Wealth Partners’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
2022 Q4	$3.02M	Buy	56,380 +7,268	+15%	+$400K	0.77%	36
2022 Q3	$2.58M	Sell	49,112 -38,220	-44%	-$2.25M	0.67%	39
2022 Q2	$4.78M	Buy	87,332 +23,756	+37%	+$1.43M	1.25%	17
2022 Q1	$4.41M	Buy	63,576 +12,824	+25%	+$875K	0.97%	23
2021 Q4	$3.88M	Buy	50,752 +3,856	+8%	+$286K	0.87%	31
2021 Q3	$3.21M	Buy	46,896 +1,628	+4%	+$115K	0.81%	34
2021 Q2	$3.07M	Buy	45,268 +4	+0%	+$258	0.8%	34
2021 Q1	$2.75M	Sell	45,264 -856	-2%	-$52.1K	0.81%	33
2020 Q4	$2.78M	Sell	46,120 -1,100	-2%	-$62.6K	0.93%	33
2020 Q3	$2.56M	Sell	47,220 -1,376	-3%	-$72.5K	1.08%	26
2020 Q2	$2.33M	Buy	48,596 +976	+2%	+$43K	1.07%	26
2020 Q1	$1.79M	Buy	47,620 +624	+1%	+$26.9K	1.1%	23
2019 Q4	$2.07M	Sell	46,996 -32	-0.1%	-$1.34K	0.95%	31
2019 Q3	$1.88M	Sell	47,028 -400	-0.8%	-$16K	0.95%	33
2019 Q2	$1.87M	Hold	47,428	–	–	0.83%	31
2019 Q1	$1.79M	Sell	47,428 -4,456	-9%	-$160K	0.83%	36
2018 Q4	$1.7M	Buy	51,884 +1,084	+2%	+$38.2K	0.9%	26
2018 Q3	$1.99M	Buy	50,800 +40	+0.1%	+$1.51K	0.91%	24
2018 Q2	$1.82M	Buy	50,760 +40	+0.1%	+$1.41K	0.8%	26
2018 Q1	$1.74M	Buy	50,720 +180	+0.4%	+$6.31K	0.8%	26
2017 Q4	$1.71M	Sell	50,540 -4,820	-9%	-$158K	0.82%	25
2017 Q3	$1.73M	Buy	55,360 +328	+0.6%	+$10K	0.9%	26
2017 Q2	$1.63M	Sell	55,032 -5,840	-10%	-$171K	0.87%	25
2017 Q1	$1.78M	Buy	60,872 +2,624	+5%	+$72.8K	0.93%	26
2016 Q4	$1.53M	Buy	+58,248	New	+$1.51M	0.9%	27