DWM
Denver 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 | $14M | Buy |
33,022
+925
| +3% | +$393K | 5.8% | 4 |
|
|
2025
Q1 | $11.6M | Sell |
32,097
-305
| -0.9% | -$110K | 5.29% | 5 |
|
|
2024
Q4 | $13M | Buy |
32,402
+132
| +0.4% | +$53K | 5.86% | 4 |
|
|
2024
Q3 | $12.1M | Sell |
32,270
-35
| -0.1% | -$13.1K | 5.61% | 4 |
|
|
2024
Q2 | $11.8M | Sell |
32,305
-218
| -0.7% | -$79.5K | 5.9% | 4 |
|
|
2024
Q1 | $11M | Buy |
32,523
+11,983
| +58% | +$4.04M | 5.6% | 4 |
|
|
2023
Q4 | $6.23M | Sell |
20,540
-581
| -3% | -$176K | 3.52% | 9 |
|
|
2023
Q3 | $5.62M | Sell |
21,121
-282
| -1% | -$75K | 3.63% | 9 |
|
|
2023
Q2 | $5.89M | Buy |
21,403
+28
| +0.1% | +$7.71K | 4.11% | 8 |
|
|
2023
Q1 | $5.22M | Sell |
21,375
-607
| -3% | -$148K | 3.63% | 9 |
|
|
2022
Q4 | $4.71M | Sell |
21,982
-3,580
| -14% | -$767K | 3.52% | 10 |
|
|
2022
Q3 | $5.38M | Buy |
25,562
+249
| +1% | +$52.4K | 5.1% | 7 |
|
|
2022
Q2 | $5.54M | Buy |
+25,313
| New | +$5.54M | 5.78% | 7 |
|
|
2021
Q4 | $20.8M | Buy |
+68,087
| New | +$20.8M | 19.97% | 1 |
|
|
2021
Q1 | $7.18M | Buy |
+25,850
| New | +$7.18M | 7.57% | 5 |
|