FPW
Flagship Private Wealth’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 | $1.16M | Buy |
2,726
+21
| +0.8% | +$8.92K | 0.49% | 37 |
|
|
2025
Q1 | $977K | Buy |
2,705
+272
| +11% | +$98.2K | 0.47% | 42 |
|
|
2024
Q4 | $977K | Buy |
2,433
+576
| +31% | +$231K | 0.47% | 40 |
|
|
2024
Q3 | $697K | Buy |
1,857
+683
| +58% | +$256K | 0.36% | 52 |
|
|
2024
Q2 | $428K | Buy |
1,174
+24
| +2% | +$8.75K | 0.25% | 61 |
|
|
2024
Q1 | $388K | Hold |
1,150
| – | – | 0.25% | 62 |
|
|
2023
Q4 | $349K | Sell |
1,150
-46
| -4% | -$13.9K | 0.27% | 60 |
|
|
2023
Q3 | $318K | Hold |
1,196
| – | – | 0.28% | 59 |
|
|
2023
Q2 | $329K | Buy |
1,196
+1
| +0.1% | +$275 | 0.27% | 61 |
|
|
2023
Q1 | $292K | Buy |
1,195
+1
| +0.1% | +$244 | 0.26% | 63 |
|
|
2022
Q4 | $256K | Buy |
1,194
+3
| +0.3% | +$643 | 0.24% | 60 |
|
|
2022
Q3 | $251K | Hold |
1,191
| – | – | 0.26% | 60 |
|
|
2022
Q2 | $260K | Buy |
1,191
+1
| +0.1% | +$218 | 0.25% | 60 |
|
|
2022
Q1 | $330K | Sell |
1,190
-925
| -44% | -$257K | 0.27% | 59 |
|
|
2021
Q4 | $646K | Sell |
2,115
-31
| -1% | -$9.47K | 0.47% | 42 |
|
|
2021
Q3 | $588K | Buy |
2,146
+1
| +0% | +$274 | 0.47% | 44 |
|
|
2021
Q2 | $596K | Buy |
2,145
+1
| +0% | +$278 | 0.45% | 42 |
|
|
2021
Q1 | $539K | Hold |
2,144
| – | – | 0.45% | 40 |
|
|
2020
Q4 | $521K | Buy |
+2,144
| New | +$521K | 0.48% | 37 |
|