EWM
Evermay 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 | $1.79M | Hold |
4,220
| – | – | 0.22% | 46 |
|
|
2025
Q1 | $1.52M | Sell |
4,220
-50
| -1% | -$18.1K | 0.2% | 49 |
|
|
2024
Q4 | $1.71M | Hold |
4,270
| – | – | 0.26% | 46 |
|
|
2024
Q3 | $1.6M | Buy |
4,270
+7
| +0.2% | +$2.63K | 0.26% | 51 |
|
|
2024
Q2 | $1.55M | Sell |
4,263
-11
| -0.3% | -$4.01K | 0.25% | 51 |
|
|
2024
Q1 | $1.44M | Hold |
4,274
| – | – | 0.22% | 56 |
|
|
2023
Q4 | $1.3M | Sell |
4,274
-2
| -0% | -$606 | 0.24% | 46 |
|
|
2023
Q3 | $1.14M | Buy |
4,276
+84
| +2% | +$22.4K | 0.23% | 50 |
|
|
2023
Q2 | $1.15M | Sell |
4,192
-341
| -8% | -$93.8K | 0.22% | 47 |
|
|
2023
Q1 | $1.11M | Hold |
4,533
| – | – | 0.22% | 48 |
|
|
2022
Q4 | $971K | Hold |
4,533
| – | – | 0.2% | 58 |
|
|
2022
Q3 | $954K | Sell |
4,533
-432
| -9% | -$90.9K | 0.19% | 56 |
|
|
2022
Q2 | $1.09M | Sell |
4,965
-1,909
| -28% | -$418K | 0.21% | 51 |
|
|
2022
Q1 | $1.91M | Buy |
6,874
+5,071
| +281% | +$1.41M | 0.32% | 36 |
|
|
2021
Q4 | $551K | Hold |
1,803
| – | – | 0.1% | 87 |
|
|
2021
Q3 | $494K | Hold |
1,803
| – | – | 0.1% | 87 |
|
|
2021
Q2 | $489K | Hold |
1,803
| – | – | 0.09% | 93 |
|
|
2021
Q1 | $438K | Hold |
1,803
| – | – | 0.09% | 99 |
|
|
2020
Q4 | $435K | Hold |
1,803
| – | – | 0.1% | 98 |
|
|
2020
Q3 | $391K | Buy |
1,803
+32
| +2% | +$6.94K | 0.1% | 99 |
|
|
2020
Q2 | $340K | Hold |
1,771
| – | – | 0.09% | 104 |
|
|
2020
Q1 | $267K | Hold |
1,771
| – | – | 0.08% | 114 |
|
|
2019
Q4 | $312K | Hold |
1,771
| – | – | 0.08% | 121 |
|
|
2019
Q3 | $283K | Hold |
1,771
| – | – | 0.08% | 121 |
|
|
2019
Q2 | $279K | Hold |
1,771
| – | – | 0.08% | 121 |
|
|
2019
Q1 | $268K | Buy |
+1,771
| New | +$268K | 0.08% | 119 |
|