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 |
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|
2022
Q3 | $2.58M | Sell |
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|
2022
Q2 | $4.78M | Buy |
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|
2022
Q1 | $4.41M | Buy |
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|
2021
Q4 | $3.88M | Buy |
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|
2021
Q3 | $3.21M | Buy |
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|
2021
Q2 | $3.07M | Buy |
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|
2021
Q1 | $2.75M | Sell |
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|
2020
Q4 | $2.78M | Sell |
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|
2020
Q3 | $2.56M | Sell |
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|
2020
Q2 | $2.33M | Buy |
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|
2020
Q1 | $1.79M | Buy |
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|
2019
Q4 | $2.07M | Sell |
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|
2019
Q3 | $1.88M | Sell |
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|
2019
Q2 | $1.87M | Hold |
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|
2019
Q1 | $1.79M | Sell |
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|
2018
Q4 | $1.7M | Buy |
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|
2018
Q3 | $1.99M | Buy |
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|
2018
Q2 | $1.82M | Buy |
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|
2018
Q1 | $1.74M | Buy |
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|
2017
Q4 | $1.71M | Sell |
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|
2017
Q3 | $1.73M | Buy |
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|
2017
Q2 | $1.63M | Sell |
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|
2017
Q1 | $1.78M | Buy |
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|
2016
Q4 | $1.53M | Buy |
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