AWM
Arista 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 | $1.31M | Buy |
3,076
+268
| +10% | +$114K | 0.18% | 75 |
|
|
2025
Q1 | $1.01M | Hold |
2,808
| – | – | 0.25% | 28 |
|
|
2024
Q4 | $1.13M | Sell |
2,808
-606
| -18% | -$243K | 0.27% | 26 |
|
|
2024
Q3 | $1.28M | Hold |
3,414
| – | – | 0.31% | 26 |
|
|
2024
Q2 | $1.24M | Buy |
+3,414
| New | +$1.24M | 0.33% | 26 |
|
|
2024
Q1 | – | Sell |
-5,345
| Closed | -$1.62M | – | 44 |
|
|
2023
Q4 | $1.62M | Hold |
5,345
| – | – | 0.59% | 19 |
|
|
2023
Q3 | $1.42M | Buy |
5,345
+373
| +8% | +$99.2K | 0.56% | 21 |
|
|
2023
Q2 | $1.37M | Hold |
4,972
| – | – | 0.57% | 20 |
|
|
2023
Q1 | $1.21M | Sell |
4,972
-2,448
| -33% | -$598K | 0.66% | 24 |
|
|
2022
Q4 | $1.59M | Buy |
+7,420
| New | +$1.59M | 1% | 19 |
|