AWM
Avior 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 | $5.15M | Buy |
12,130
+157
| +1% | +$66.7K | 0.18% | 99 |
|
|
2025
Q1 | $4.32M | Sell |
11,973
-266
| -2% | -$96.1K | 0.16% | 105 |
|
|
2024
Q4 | $4.92M | Buy |
12,239
+507
| +4% | +$204K | 0.18% | 97 |
|
|
2024
Q3 | $4.4M | Buy |
11,732
+660
| +6% | +$248K | 0.18% | 98 |
|
|
2024
Q2 | $4.04M | Buy |
11,072
+7,039
| +175% | +$2.57M | 0.17% | 104 |
|
|
2024
Q1 | $1.36M | Buy |
4,033
+574
| +17% | +$194K | 0.06% | 225 |
|
|
2023
Q4 | $1.05M | Buy |
3,459
+1,346
| +64% | +$408K | 0.06% | 201 |
|
|
2023
Q3 | $562K | Hold |
2,113
| – | – | 0.04% | 296 |
|
|
2023
Q2 | $582K | Buy |
2,113
+1,545
| +272% | +$425K | 0.04% | 300 |
|
|
2023
Q1 | $139K | Buy |
568
+2
| +0.4% | +$489 | 0.01% | 583 |
|
|
2022
Q4 | $121K | Buy |
566
+261
| +86% | +$56K | 0.01% | 516 |
|
|
2022
Q3 | $64K | Buy |
305
+22
| +8% | +$4.62K | 0.01% | 574 |
|
|
2022
Q2 | $62K | Sell |
283
-549
| -66% | -$120K | 0.01% | 537 |
|
|
2022
Q1 | $231K | Buy |
832
+250
| +43% | +$69.4K | 0.02% | 415 |
|
|
2021
Q4 | $177K | Sell |
582
-696
| -54% | -$212K | 0.01% | 443 |
|
|
2021
Q3 | $350K | Buy |
+1,278
| New | +$350K | 0.03% | 363 |
|
|
2018
Q4 | – | Sell |
-149
| Closed | -$23K | – | 733 |
|
|
2018
Q3 | $23K | Sell |
149
-103
| -41% | -$15.9K | ﹤0.01% | 530 |
|
|
2018
Q2 | $36K | Hold |
252
| – | – | 0.01% | 500 |
|
|
2018
Q1 | $34K | Buy |
252
+103
| +69% | +$13.9K | 0.01% | 510 |
|
|
2017
Q4 | $20K | Buy |
+149
| New | +$20K | ﹤0.01% | 543 |
|