AWM
Activest Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
3,259
+6
| +0.2% | +$2.55K | 0.33% | 36 |
|
|
2025
Q1 | $1.17M | Sell |
3,253
-116
| -3% | -$41.9K | 0.32% | 44 |
|
|
2024
Q4 | $1.35M | Buy |
3,369
+151
| +5% | +$60.6K | 0.38% | 33 |
|
|
2024
Q3 | $1.21M | Sell |
3,218
-14
| -0.4% | -$5.26K | 0.37% | 34 |
|
|
2024
Q2 | $1.18M | Buy |
3,232
+1,437
| +80% | +$524K | 0.39% | 34 |
|
|
2024
Q1 | $605K | Buy |
1,795
+31
| +2% | +$10.5K | 0.29% | 31 |
|
|
2023
Q4 | $535K | Buy |
1,764
+2
| +0.1% | +$606 | 0.3% | 29 |
|
|
2023
Q3 | $469K | Buy |
+1,762
| New | +$469K | 0.29% | 27 |
|
|
2023
Q2 | – | Sell |
-896
| Closed | -$216K | – | 355 |
|
|
2023
Q1 | $216K | Buy |
+896
| New | +$216K | 0.14% | 41 |
|
|
2022
Q3 | – | Sell |
-1,585
| Closed | -$347K | – | 534 |
|
|
2022
Q2 | $347K | Buy |
1,585
+82
| +5% | +$18K | 0.25% | 36 |
|
|
2022
Q1 | $417K | Hold |
1,503
| – | – | 0.27% | 37 |
|
|
2021
Q4 | $459K | Hold |
1,503
| – | – | 0.28% | 41 |
|
|
2021
Q3 | $412K | Buy |
1,503
+1
| +0.1% | +$274 | 0.27% | 43 |
|
|
2021
Q2 | $408K | Sell |
1,502
-46
| -3% | -$12.5K | 0.31% | 36 |
|
|
2021
Q1 | $376K | Buy |
+1,548
| New | +$376K | 0.31% | 38 |
|