AWS
Aspen Wealth Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-696
| Closed | -$235K | – | 76 |
|
|
2024
Q1 | $235K | Sell |
696
-298
| -30% | -$100K | 0.16% | 71 |
|
|
2023
Q4 | $301K | Sell |
994
-120
| -11% | -$36.4K | 0.22% | 61 |
|
|
2023
Q3 | $296K | Sell |
1,114
-48
| -4% | -$12.8K | 0.23% | 52 |
|
|
2023
Q2 | $320K | Hold |
1,162
| – | – | 0.24% | 51 |
|
|
2023
Q1 | $284K | Sell |
1,162
-163
| -12% | -$39.8K | 0.22% | 62 |
|
|
2022
Q4 | $284K | Buy |
+1,325
| New | +$284K | 0.23% | 59 |
|