EWA
Encompass Wealth 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 | $1.54M | Hold |
3,633
| – | – | 0.57% | 33 |
|
|
2025
Q1 | $1.31M | Sell |
3,633
-25
| -0.7% | -$9.03K | 0.53% | 32 |
|
|
2024
Q4 | $1.47M | Sell |
3,658
-193
| -5% | -$77.5K | 0.59% | 31 |
|
|
2024
Q3 | $1.45M | Hold |
3,851
| – | – | 0.36% | 57 |
|
|
2024
Q2 | $1.4M | Sell |
3,851
-15
| -0.4% | -$5.47K | 0.37% | 57 |
|
|
2024
Q1 | $1.3M | Hold |
3,866
| – | – | 0.35% | 60 |
|
|
2023
Q4 | $1.17M | Sell |
3,866
-17
| -0.4% | -$5.15K | 0.35% | 58 |
|
|
2023
Q3 | $1.03M | Hold |
3,883
| – | – | 0.34% | 58 |
|
|
2023
Q2 | $1.07M | Sell |
3,883
-10
| -0.3% | -$2.75K | 0.35% | 55 |
|
|
2023
Q1 | $951K | Buy |
3,893
+929
| +31% | +$227K | 0.32% | 61 |
|
|
2022
Q4 | $635K | Hold |
2,964
| – | – | 0.23% | 80 |
|
|
2022
Q3 | $624K | Buy |
2,964
+1
| +0% | +$211 | 0.24% | 77 |
|
|
2022
Q2 | $648K | Buy |
+2,963
| New | +$648K | 0.23% | 76 |
|