ETIA
Epic Trust Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.22M | Buy |
11,565
+1,474
| +15% | +$537K | 4.64% | 4 |
|
|
2024
Q1 | $3.4M | Buy |
10,091
+719
| +8% | +$242K | 4.19% | 4 |
|
|
2023
Q4 | $2.84M | Buy |
9,372
+861
| +10% | +$261K | 3.81% | 4 |
|
|
2023
Q3 | $2.26M | Sell |
8,511
-908
| -10% | -$242K | 3.56% | 5 |
|
|
2023
Q2 | $2.59M | Buy |
9,419
+1,013
| +12% | +$279K | 3.68% | 4 |
|
|
2023
Q1 | $2.05M | Buy |
8,406
+481
| +6% | +$118K | 2.5% | 9 |
|
|
2022
Q4 | $1.7M | Sell |
7,925
-390
| -5% | -$83.6K | 2.55% | 8 |
|
|
2022
Q3 | $1.75M | Buy |
8,315
+2,816
| +51% | +$593K | 2.42% | 8 |
|
|
2022
Q2 | $1.2M | Buy |
5,499
+439
| +9% | +$96K | 2.27% | 11 |
|
|
2022
Q1 | $1.41M | Buy |
5,060
+256
| +5% | +$71.1K | 2.19% | 10 |
|
|
2021
Q4 | $1.47M | Buy |
+4,804
| New | +$1.47M | 2.13% | 11 |
|