FWM
FFT 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 | $519K | Hold |
1,174
| – | – | 0.1% | 69 |
|
|
2025
Q1 | $424K | Sell |
1,174
-29
| -2% | -$10.5K | 0.09% | 70 |
|
|
2024
Q4 | $483K | Sell |
1,203
-244
| -17% | -$98K | 0.04% | 97 |
|
|
2024
Q3 | $543K | Hold |
1,447
| – | – | 0.04% | 81 |
|
|
2024
Q2 | $527K | Hold |
1,447
| – | – | 0.05% | 74 |
|
|
2024
Q1 | $488K | Buy |
1,447
+29
| +2% | +$9.77K | 0.04% | 79 |
|
|
2023
Q4 | $430K | Hold |
1,418
| – | – | 0.04% | 66 |
|
|
2023
Q3 | $377K | Hold |
1,418
| – | – | 0.05% | 53 |
|
|
2023
Q2 | $390K | Hold |
1,418
| – | – | 0.05% | 54 |
|
|
2023
Q1 | $346K | Sell |
1,418
-214
| -13% | -$52.3K | 0.04% | 55 |
|
|
2022
Q4 | $350K | Hold |
1,632
| – | – | 0.04% | 52 |
|
|
2022
Q3 | $343K | Hold |
1,632
| – | – | 0.05% | 47 |
|
|
2022
Q2 | $357K | Buy |
1,632
+327
| +25% | +$71.5K | 0.04% | 35 |
|
|
2022
Q1 | $362K | Hold |
1,305
| – | – | 0.03% | 44 |
|
|
2021
Q4 | $399K | Hold |
1,305
| – | – | 0.04% | 45 |
|
|
2021
Q3 | $358K | Hold |
1,305
| – | – | 0.03% | 61 |
|
|
2021
Q2 | $354K | Hold |
1,305
| – | – | 0.08% | 38 |
|
|
2021
Q1 | $317K | Hold |
1,305
| – | – | 0.1% | 23 |
|
|
2020
Q4 | $315K | Hold |
1,305
| – | – | 0.11% | 24 |
|
|
2020
Q3 | $283K | Hold |
1,305
| – | – | 0.12% | 25 |
|
|
2020
Q2 | $250K | Buy |
+1,305
| New | +$250K | 0.08% | 27 |
|
|
2020
Q1 | – | Sell |
-1,305
| Closed | -$230K | – | 36 |
|
|
2019
Q4 | $230K | Buy |
1,305
+1
| +0.1% | +$176 | 0.06% | 32 |
|
|
2019
Q3 | $208K | Sell |
1,304
-1
| -0.1% | -$160 | 0.06% | 28 |
|
|
2019
Q2 | $205K | Sell |
1,305
-165
| -11% | -$25.9K | 0.08% | 26 |
|
|
2019
Q1 | $222K | Buy |
+1,470
| New | +$222K | 0.08% | 29 |
|
|
2018
Q4 | – | Sell |
-1,470
| Closed | -$229K | – | 37 |
|
|
2018
Q3 | $229K | Hold |
1,470
| – | – | 0.08% | 32 |
|
|
2018
Q2 | $211K | Hold |
1,470
| – | – | 0.08% | 33 |
|
|
2018
Q1 | $200K | Buy |
+1,470
| New | +$200K | 0.08% | 33 |
|