EWM
EPG 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 | $6.96M | Sell |
16,381
-1,400
| -8% | -$594K | 2.09% | 9 |
|
|
2025
Q1 | $6.42M | Sell |
17,781
-424
| -2% | -$153K | 1.79% | 9 |
|
|
2024
Q4 | $7.31M | Sell |
18,205
-61
| -0.3% | -$24.5K | 1.93% | 8 |
|
|
2024
Q3 | $6.86M | Buy |
+18,266
| New | +$6.86M | 1.73% | 10 |
|
|
2024
Q2 | – | Sell |
-20,621
| Closed | -$6.95M | – | 10 |
|
|
2024
Q1 | $6.95M | Buy |
20,621
+44
| +0.2% | +$14.8K | 1.7% | 10 |
|
|
2023
Q4 | $6.65M | Sell |
20,577
-203
| -1% | -$65.6K | 1.75% | 10 |
|
|
2023
Q3 | $5.53M | Sell |
20,780
-72
| -0.3% | -$19.2K | 1.67% | 11 |
|
|
2023
Q2 | $5.74M | Sell |
20,852
-316
| -1% | -$87K | 1.7% | 10 |
|
|
2023
Q1 | $5.17M | Buy |
21,168
+284
| +1% | +$69.4K | 1.63% | 10 |
|
|
2022
Q4 | $4.47M | Sell |
20,884
-2,566
| -11% | -$550K | 1.7% | 9 |
|
|
2022
Q3 | $4.93M | Buy |
23,450
+52
| +0.2% | +$10.9K | 2.03% | 8 |
|
|
2022
Q2 | $5.12M | Sell |
23,398
-1,522
| -6% | -$333K | 2.19% | 7 |
|
|
2022
Q1 | $6.92M | Sell |
24,920
-345
| -1% | -$95.8K | 2.39% | 7 |
|
|
2021
Q4 | $7.72M | Sell |
25,265
-208
| -0.8% | -$63.6K | 2.72% | 6 |
|
|
2021
Q3 | $6.98M | Sell |
25,473
-472
| -2% | -$129K | 2.8% | 7 |
|
|
2021
Q2 | $7.04M | Sell |
25,945
-368
| -1% | -$99.9K | 2.99% | 6 |
|
|
2021
Q1 | $6.4M | Sell |
26,313
-405
| -2% | -$98.4K | 3.11% | 6 |
|
|
2020
Q4 | $6.44M | Buy |
26,718
+37
| +0.1% | +$8.92K | 3.87% | 5 |
|
|
2020
Q3 | $5.79M | Sell |
26,681
-972
| -4% | -$211K | 4.28% | 5 |
|
|
2020
Q2 | $5.31M | Buy |
27,653
+444
| +2% | +$85.2K | 3.76% | 5 |
|
|
2020
Q1 | $4.1M | Buy |
27,209
+8,460
| +45% | +$1.27M | 3.01% | 5 |
|
|
2019
Q4 | $3.3M | Buy |
+18,749
| New | +$3.3M | 2.42% | 7 |
|