EWA
Etesian 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 | $4.5M | Sell |
10,603
-110
| -1% | -$46.7K | 1.68% | 16 |
|
|
2025
Q1 | $3.87M | Sell |
10,713
-106
| -1% | -$38.3K | 1.67% | 15 |
|
|
2024
Q4 | $4.34M | Buy |
10,819
+49
| +0.5% | +$19.7K | 1.92% | 13 |
|
|
2024
Q3 | $4.04M | Buy |
10,770
+2,313
| +27% | +$868K | 1.83% | 11 |
|
|
2024
Q2 | $3.08M | Buy |
8,457
+182
| +2% | +$66.3K | 1.73% | 14 |
|
|
2024
Q1 | $2.79M | Sell |
8,275
-43
| -0.5% | -$14.5K | 1.6% | 18 |
|
|
2023
Q4 | $2.53M | Sell |
8,318
-191
| -2% | -$58.1K | 1.52% | 19 |
|
|
2023
Q3 | $2.26M | Buy |
8,509
+541
| +7% | +$144K | 1.52% | 17 |
|
|
2023
Q2 | $2.19M | Sell |
7,968
-236
| -3% | -$64.9K | 1.43% | 21 |
|
|
2023
Q1 | $2M | Sell |
8,204
-399
| -5% | -$97.5K | 1.33% | 19 |
|
|
2022
Q4 | $1.84M | Buy |
+8,603
| New | +$1.84M | 1.34% | 24 |
|