EWA
ERTS 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 | – | Sell |
-2,355
| Closed | -$850K | – | 61 |
|
|
2025
Q1 | $850K | Sell |
2,355
-605
| -20% | -$218K | 0.17% | 35 |
|
|
2024
Q4 | $1.19M | Sell |
2,960
-223
| -7% | -$89.6K | 0.22% | 30 |
|
|
2024
Q3 | $1.19M | Sell |
3,183
-76
| -2% | -$28.5K | 0.22% | 30 |
|
|
2024
Q2 | $1.19M | Sell |
3,259
-97
| -3% | -$35.4K | 0.24% | 29 |
|
|
2024
Q1 | $1.13M | Sell |
3,356
-619
| -16% | -$209K | 0.23% | 27 |
|
|
2023
Q4 | $1.21M | Sell |
3,975
-345
| -8% | -$105K | 0.26% | 26 |
|
|
2023
Q3 | $1.15M | Sell |
4,320
-3
| -0.1% | -$798 | 0.28% | 24 |
|
|
2023
Q2 | $1.19M | Sell |
4,323
-80
| -2% | -$22K | 0.28% | 25 |
|
|
2023
Q1 | $1.08M | Sell |
4,403
-591
| -12% | -$144K | 0.26% | 27 |
|
|
2022
Q4 | $1.07M | Buy |
4,994
+176
| +4% | +$37.7K | 0.28% | 36 |
|
|
2022
Q3 | $1.01M | Sell |
4,818
-9
| -0.2% | -$1.89K | 0.28% | 32 |
|
|
2022
Q2 | $1.06M | Sell |
4,827
-73
| -1% | -$16K | 0.3% | 32 |
|
|
2022
Q1 | $1.36M | Sell |
4,900
-794
| -14% | -$220K | 0.38% | 25 |
|
|
2021
Q4 | $1.74M | Sell |
5,694
-355
| -6% | -$108K | 0.42% | 21 |
|
|
2021
Q3 | $1.66M | Sell |
6,049
-14
| -0.2% | -$3.84K | 0.43% | 21 |
|
|
2021
Q2 | $1.65M | Sell |
6,063
-63
| -1% | -$17.1K | 0.45% | 21 |
|
|
2021
Q1 | $1.49M | Buy |
6,126
+292
| +5% | +$71K | 0.44% | 26 |
|
|
2020
Q4 | $1.41M | Sell |
5,834
-157
| -3% | -$37.9K | 0.46% | 27 |
|
|
2020
Q3 | $1.3M | Sell |
5,991
-185
| -3% | -$40.1K | 0.49% | 23 |
|
|
2020
Q2 | $1.19M | Sell |
6,176
-438
| -7% | -$84K | 0.48% | 25 |
|
|
2020
Q1 | $996K | Sell |
6,614
-464
| -7% | -$69.9K | 0.48% | 28 |
|
|
2019
Q4 | $1.25M | Sell |
7,078
-164
| -2% | -$28.8K | 0.56% | 19 |
|
|
2019
Q3 | $1.16M | Sell |
7,242
-62
| -0.8% | -$9.9K | 0.58% | 17 |
|
|
2019
Q2 | $1.15M | Sell |
7,304
-440
| -6% | -$69.2K | 0.63% | 22 |
|
|
2019
Q1 | $1.17M | Sell |
7,744
-2,780
| -26% | -$421K | 0.7% | 20 |
|
|
2018
Q4 | $1.38M | Buy |
+10,524
| New | +$1.38M | 0.99% | 17 |
|