AWM
Axxcess 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 | $8.54M | Sell |
20,119
-6
| -0% | -$2.55K | 0.2% | 98 |
|
|
2025
Q1 | $7.27M | Sell |
20,125
-3,569
| -15% | -$1.29M | 0.19% | 98 |
|
|
2024
Q4 | $9.52M | Buy |
23,694
+910
| +4% | +$365K | 0.23% | 78 |
|
|
2024
Q3 | $8.55M | Sell |
22,784
-364
| -2% | -$137K | 0.21% | 86 |
|
|
2024
Q2 | $8.44M | Buy |
23,148
+249
| +1% | +$90.8K | 0.22% | 84 |
|
|
2024
Q1 | $7.72M | Buy |
22,899
+700
| +3% | +$236K | 0.21% | 88 |
|
|
2023
Q4 | $6.73M | Buy |
22,199
+3,252
| +17% | +$986K | 0.2% | 101 |
|
|
2023
Q3 | $5.04M | Buy |
18,947
+7,201
| +61% | +$1.92M | 0.17% | 108 |
|
|
2023
Q2 | $3.23M | Buy |
11,746
+839
| +8% | +$231K | 0.23% | 91 |
|
|
2023
Q1 | $2.67M | Sell |
10,907
-182
| -2% | -$44.5K | 0.2% | 102 |
|
|
2022
Q4 | $2.38M | Buy |
11,089
+3,688
| +50% | +$790K | 0.2% | 111 |
|
|
2022
Q3 | $1.56M | Sell |
7,401
-789
| -10% | -$166K | 0.15% | 136 |
|
|
2022
Q2 | $1.79M | Sell |
8,190
-766
| -9% | -$168K | 0.16% | 119 |
|
|
2022
Q1 | $2.49M | Sell |
8,956
-102
| -1% | -$28.3K | 0.19% | 96 |
|
|
2021
Q4 | $2.77M | Buy |
+9,058
| New | +$2.77M | 0.2% | 89 |
|