AWM
Ariadne 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 | $715K | Sell |
1,589
-85
| -5% | -$38.2K | 0.34% | 62 |
|
|
2025
Q1 | $627K | Sell |
1,674
-131
| -7% | -$49.1K | 0.33% | 68 |
|
|
2024
Q4 | $744K | Sell |
1,805
-93
| -5% | -$38.3K | 0.34% | 59 |
|
|
2024
Q3 | $754K | Hold |
1,898
| – | – | 0.41% | 48 |
|
|
2024
Q2 | $692K | Buy |
+1,898
| New | +$692K | 0.53% | 42 |
|