AWM
Aries 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 | $512K | Sell |
1,205
-494
| -29% | -$210K | 0.13% | 134 |
|
|
2025
Q1 | $613K | Sell |
1,699
-71
| -4% | -$25.6K | 0.17% | 117 |
|
|
2024
Q4 | $711K | Sell |
1,770
-25
| -1% | -$10K | 0.2% | 111 |
|
|
2024
Q3 | $674K | Hold |
1,795
| – | – | 0.19% | 112 |
|
|
2024
Q2 | $654K | Sell |
1,795
-20
| -1% | -$7.29K | 0.21% | 105 |
|
|
2024
Q1 | $612K | Sell |
1,815
-74
| -4% | -$24.9K | 0.2% | 110 |
|
|
2023
Q4 | $573K | Sell |
1,889
-80
| -4% | -$24.3K | 0.2% | 109 |
|
|
2023
Q3 | $542K | Sell |
1,969
-9
| -0.5% | -$2.48K | 0.21% | 108 |
|
|
2023
Q2 | $544K | Sell |
1,978
-66
| -3% | -$18.2K | 0.21% | 108 |
|
|
2023
Q1 | $499K | Buy |
2,044
+295
| +17% | +$72.1K | 0.2% | 115 |
|
|
2022
Q4 | $375K | Buy |
+1,749
| New | +$375K | 0.16% | 127 |
|
|
2022
Q1 | – | Sell |
-715
| Closed | -$218K | – | 144 |
|
|
2021
Q4 | $218K | Buy |
+715
| New | +$218K | 0.08% | 170 |
|