AGC
Aspen Grove Capital’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 | $1.02M | Sell |
2,400
-958
| -29% | -$407K | 0.17% | 71 |
|
2025
Q1 | $1.21M | Buy |
3,358
+400
| +14% | +$144K | 0.23% | 64 |
|
2024
Q4 | $1.19M | Hold |
2,958
| – | – | 0.25% | 58 |
|
2024
Q3 | $1.11M | Buy |
2,958
+1
| +0% | +$375 | 0.25% | 60 |
|
2024
Q2 | $1.08M | Sell |
2,957
-100
| -3% | -$36.5K | 0.25% | 63 |
|
2024
Q1 | $1.03M | Sell |
3,057
-1
| -0% | -$337 | 0.29% | 61 |
|
2023
Q4 | $927K | Sell |
3,058
-666
| -18% | -$202K | 0.28% | 61 |
|
2023
Q3 | $992K | Hold |
3,724
| – | – | 0.37% | 49 |
|
2023
Q2 | $1.02M | Buy |
+3,724
| New | +$1.02M | 0.33% | 67 |
|