EPA
Element Pointe Advisors’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 | $2.97M | Hold |
6,991
| – | – | 0.72% | 17 |
|
|
2025
Q1 | $2.52M | Hold |
6,991
| – | – | 0.61% | 17 |
|
|
2024
Q4 | $2.81M | Hold |
6,991
| – | – | 0.66% | 16 |
|
|
2024
Q3 | $2.62M | Sell |
6,991
-72
| -1% | -$27K | 0.64% | 17 |
|
|
2024
Q2 | $2.57M | Sell |
7,063
-171
| -2% | -$62.3K | 0.65% | 18 |
|
|
2024
Q1 | $2.44M | Hold |
7,234
| – | – | 0.62% | 21 |
|
|
2023
Q4 | $2.19M | Buy |
7,234
+51
| +0.7% | +$15.5K | 0.53% | 24 |
|
|
2023
Q3 | $1.91M | Buy |
7,183
+120
| +2% | +$31.9K | 0.49% | 22 |
|
|
2023
Q2 | $1.94M | Hold |
7,063
| – | – | 0.5% | 22 |
|
|
2023
Q1 | $1.73M | Hold |
7,063
| – | – | 0.47% | 23 |
|
|
2022
Q4 | $1.51M | Buy |
7,063
+2,420
| +52% | +$518K | 0.47% | 23 |
|
|
2022
Q3 | $977K | Sell |
4,643
-2,420
| -34% | -$509K | 0.56% | 21 |
|
|
2022
Q2 | $1.55M | Buy |
7,063
+1,023
| +17% | +$224K | 0.64% | 23 |
|
|
2022
Q1 | $1.68M | Hold |
6,040
| – | – | 0.57% | 25 |
|
|
2021
Q4 | $1.85M | Buy |
6,040
+1,634
| +37% | +$499K | 0.57% | 29 |
|
|
2021
Q3 | $1.21M | Hold |
4,406
| – | – | 0.41% | 45 |
|
|
2021
Q2 | $1.23M | Hold |
4,406
| – | – | 0.37% | 58 |
|
|
2021
Q1 | $1.07M | Buy |
4,406
+1,046
| +31% | +$254K | 0.36% | 62 |
|
|
2020
Q4 | $810K | Buy |
3,360
+827
| +33% | +$199K | 0.3% | 60 |
|
|
2020
Q3 | $549K | Buy |
2,533
+1,399
| +123% | +$303K | 0.24% | 70 |
|
|
2020
Q2 | $217K | Buy |
+1,134
| New | +$217K | 0.11% | 85 |
|