EWM
Empirical 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 | $1.54M | Buy |
3,631
+921
| +34% | +$391K | 0.03% | 259 |
|
|
2025
Q1 | $979K | Buy |
2,710
+146
| +6% | +$52.7K | 0.03% | 300 |
|
|
2024
Q4 | $1.03M | Sell |
2,564
-27
| -1% | -$10.8K | 0.03% | 275 |
|
|
2024
Q3 | $973K | Buy |
2,591
+594
| +30% | +$223K | 0.03% | 265 |
|
|
2024
Q2 | $728K | Buy |
1,997
+137
| +7% | +$49.9K | 0.02% | 291 |
|
|
2024
Q1 | $627K | Buy |
1,860
+196
| +12% | +$66.1K | 0.02% | 316 |
|
|
2023
Q4 | $504K | Buy |
1,664
+321
| +24% | +$97.3K | 0.02% | 318 |
|
|
2023
Q3 | $357K | Sell |
1,343
-172
| -11% | -$45.8K | 0.01% | 340 |
|
|
2023
Q2 | $417K | Buy |
1,515
+28
| +2% | +$7.71K | 0.02% | 333 |
|
|
2023
Q1 | $363K | Buy |
1,487
+144
| +11% | +$35.2K | 0.02% | 367 |
|
|
2022
Q4 | $288K | Sell |
1,343
-1,305
| -49% | -$280K | 0.01% | 386 |
|
|
2022
Q3 | $557K | Sell |
2,648
-66
| -2% | -$13.9K | 0.03% | 281 |
|
|
2022
Q2 | $594K | Sell |
2,714
-94
| -3% | -$20.6K | 0.03% | 269 |
|
|
2022
Q1 | $780K | Sell |
2,808
-753
| -21% | -$209K | 0.04% | 251 |
|
|
2021
Q4 | $1.09M | Hold |
3,561
| – | – | 0.05% | 201 |
|
|
2021
Q3 | $976K | Buy |
3,561
+1,289
| +57% | +$353K | 0.06% | 196 |
|
|
2021
Q2 | $617K | Buy |
2,272
+490
| +27% | +$133K | 0.04% | 260 |
|
|
2021
Q1 | $433K | Buy |
1,782
+326
| +22% | +$79.2K | 0.03% | 271 |
|
|
2020
Q4 | $351K | Sell |
1,456
-70
| -5% | -$16.9K | 0.03% | 288 |
|
|
2020
Q3 | $331K | Hold |
1,526
| – | – | 0.03% | 269 |
|
|
2020
Q2 | $293K | Hold |
1,526
| – | – | 0.03% | 280 |
|
|
2020
Q1 | $230K | Buy |
1,526
+31
| +2% | +$4.67K | 0.03% | 279 |
|
|
2019
Q4 | $263K | Buy |
+1,495
| New | +$263K | 0.03% | 275 |
|
|
2019
Q1 | – | Sell |
-1,736
| Closed | -$227K | – | 241 |
|
|
2018
Q4 | $227K | Buy |
+1,736
| New | +$227K | 0.04% | 178 |
|
|
2017
Q1 | – | Sell |
-1,953
| Closed | -$205K | – | 134 |
|
|
2016
Q4 | $205K | Buy |
+1,953
| New | +$205K | 0.05% | 121 |
|