AWM
Affinity 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 | $293K | Hold |
690
| – | – | 0.05% | 80 |
|
|
2025
Q1 | $249K | Hold |
690
| – | – | 0.05% | 85 |
|
|
2024
Q4 | $277K | Hold |
690
| – | – | 0.05% | 84 |
|
|
2024
Q3 | $259K | Hold |
690
| – | – | 0.05% | 92 |
|
|
2024
Q2 | $252K | Sell |
690
-18
| -3% | -$6.56K | 0.05% | 93 |
|
|
2024
Q1 | $239K | Buy |
708
+18
| +3% | +$6.07K | 0.04% | 93 |
|
|
2023
Q4 | $209K | Buy |
+690
| New | +$209K | 0.04% | 97 |
|
|
2023
Q1 | – | Sell |
-1,551
| Closed | -$332K | – | 119 |
|
|
2022
Q4 | $332K | Buy |
1,551
+303
| +24% | +$64.9K | 0.08% | 68 |
|
|
2022
Q3 | $263K | Sell |
1,248
-46
| -4% | -$9.69K | 0.07% | 77 |
|
|
2022
Q2 | $293K | Sell |
1,294
-14
| -1% | -$3.17K | 0.07% | 75 |
|
|
2022
Q1 | $349K | Hold |
1,308
| – | – | 0.07% | 71 |
|
|
2021
Q4 | $367K | Buy |
1,308
+14
| +1% | +$3.93K | 0.08% | 74 |
|
|
2021
Q3 | $350K | Hold |
1,294
| – | – | 0.07% | 79 |
|
|
2021
Q2 | $360K | Hold |
1,294
| – | – | 0.07% | 70 |
|
|
2021
Q1 | $334K | Sell |
1,294
-191
| -13% | -$49.3K | 0.07% | 70 |
|
|
2020
Q4 | $358K | Buy |
+1,485
| New | +$358K | 0.08% | 66 |
|