FMWA
Forvis Mazars 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 | $6.62M | Buy |
15,590
+854
| +6% | +$363K | 0.14% | 79 |
|
|
2025
Q1 | $5.32M | Sell |
14,736
-622
| -4% | -$225K | 0.13% | 81 |
|
|
2024
Q4 | $6.17M | Buy |
15,358
+224
| +1% | +$90K | 0.14% | 79 |
|
|
2024
Q3 | $5.68M | Sell |
15,134
-3,869
| -20% | -$1.45M | 0.13% | 87 |
|
|
2024
Q2 | $6.93M | Sell |
19,003
-113
| -0.6% | -$41.2K | 0.17% | 73 |
|
|
2024
Q1 | $6.44M | Buy |
19,116
+1,360
| +8% | +$458K | 0.16% | 76 |
|
|
2023
Q4 | $5.38M | Sell |
17,756
-466
| -3% | -$141K | 0.15% | 80 |
|
|
2023
Q3 | $4.85M | Sell |
18,222
-330
| -2% | -$87.8K | 0.15% | 84 |
|
|
2023
Q2 | $5.11M | Sell |
18,552
-1,970
| -10% | -$542K | 0.15% | 96 |
|
|
2023
Q1 | $5.01M | Sell |
20,522
-4,189
| -17% | -$1.02M | 0.16% | 82 |
|
|
2022
Q4 | $5.29M | Buy |
24,711
+422
| +2% | +$90.4K | 0.19% | 80 |
|
|
2022
Q3 | $5.11M | Sell |
24,289
-14
| -0.1% | -$2.95K | 0.21% | 71 |
|
|
2022
Q2 | $5.32M | Buy |
24,303
+779
| +3% | +$170K | 0.22% | 66 |
|
|
2022
Q1 | $6.53M | Sell |
23,524
-1,097
| -4% | -$305K | 0.28% | 45 |
|
|
2021
Q4 | $7.52M | Sell |
24,621
-649
| -3% | -$198K | 0.32% | 38 |
|
|
2021
Q3 | $6.93M | Sell |
25,270
-67
| -0.3% | -$18.4K | 0.32% | 39 |
|
|
2021
Q2 | $6.88M | Sell |
25,337
-937
| -4% | -$254K | 0.32% | 37 |
|
|
2021
Q1 | $6.39M | Sell |
26,274
-645
| -2% | -$157K | 0.32% | 38 |
|
|
2020
Q4 | $6.49M | Sell |
26,919
-696
| -3% | -$168K | 0.33% | 36 |
|
|
2020
Q3 | $5.99M | Buy |
27,615
+8,138
| +42% | +$1.76M | 0.35% | 36 |
|
|
2020
Q2 | $3.74M | Sell |
19,477
-558
| -3% | -$107K | 0.24% | 50 |
|
|
2020
Q1 | $3.02M | Buy |
20,035
+681
| +4% | +$103K | 0.25% | 47 |
|
|
2019
Q4 | $3.41M | Sell |
19,354
-157
| -0.8% | -$27.6K | 0.25% | 52 |
|
|
2019
Q3 | $3.12M | Buy |
19,511
+1,331
| +7% | +$212K | 0.25% | 53 |
|
|
2019
Q2 | $2.86M | Sell |
18,180
-305
| -2% | -$48K | 0.23% | 59 |
|
|
2019
Q1 | $2.8M | Sell |
18,485
-73
| -0.4% | -$11.1K | 0.23% | 61 |
|
|
2018
Q4 | $2.43M | Buy |
18,558
+84
| +0.5% | +$11K | 0.25% | 55 |
|
|
2018
Q3 | $2.88M | Sell |
18,474
-500
| -3% | -$78K | 0.25% | 50 |
|
|
2018
Q2 | $2.73M | Buy |
18,974
+1,075
| +6% | +$155K | 0.27% | 52 |
|
|
2018
Q1 | $2.44M | Buy |
17,899
+7,642
| +75% | +$1.04M | 0.24% | 56 |
|
|
2017
Q4 | $1.38M | Sell |
10,257
-188
| -2% | -$25.3K | 0.14% | 84 |
|
|
2017
Q3 | $1.31M | Buy |
10,445
+200
| +2% | +$25K | 0.14% | 79 |
|
|
2017
Q2 | $1.22M | Sell |
10,245
-139
| -1% | -$16.5K | 0.14% | 83 |
|
|
2017
Q1 | $1.18M | Hold |
10,384
| – | – | 0.14% | 79 |
|
|
2016
Q4 | $1.09M | Hold |
10,384
| – | – | 0.14% | 79 |
|
|
2016
Q3 | $1.08M | Sell |
10,384
-332
| -3% | -$34.6K | 0.15% | 75 |
|
|
2016
Q2 | $1.08M | Buy |
10,716
+625
| +6% | +$62.7K | 0.16% | 77 |
|
|
2016
Q1 | $1.01M | Sell |
10,091
-686
| -6% | -$68.5K | 0.16% | 75 |
|
|
2015
Q4 | $1.07M | Buy |
10,777
+168
| +2% | +$16.7K | 0.16% | 67 |
|
|
2015
Q3 | $987K | Sell |
10,609
-2,497
| -19% | -$232K | 0.17% | 66 |
|
|
2015
Q2 | $1.3M | Sell |
13,106
-1,613
| -11% | -$160K | 0.19% | 66 |
|
|
2015
Q1 | $1.46M | Buy |
+14,719
| New | +$1.46M | 0.21% | 61 |
|