AWMNH
Arcadia Wealth Management (New Hampshire)’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 | $10.7M | Buy |
25,184
+785
| +3% | +$333K | 4.67% | 5 |
|
|
2025
Q1 | $8.81M | Buy |
24,399
+23,852
| +4,361% | +$8.61M | 4.35% | 5 |
|
|
2024
Q4 | $220K | Sell |
547
-9,377
| -94% | -$3.77M | 0.11% | 60 |
|
|
2024
Q3 | $3.72M | Buy |
9,924
+62
| +0.6% | +$23.2K | 1.96% | 12 |
|
|
2024
Q2 | $3.59M | Sell |
9,862
-626
| -6% | -$228K | 2.05% | 12 |
|
|
2024
Q1 | $3.54M | Sell |
10,488
-539
| -5% | -$182K | 2.18% | 12 |
|
|
2023
Q4 | $3.34M | Sell |
11,027
-17,343
| -61% | -$5.26M | 2.32% | 12 |
|
|
2023
Q3 | $7.55M | Sell |
28,370
-622
| -2% | -$165K | 5.89% | 6 |
|
|
2023
Q2 | $7.98M | Buy |
+28,992
| New | +$7.98M | 5.89% | 7 |
|