FWA
FSM 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 | $578K | Sell |
1,359
-30
| -2% | -$12.8K | 0.09% | 136 |
|
|
2025
Q1 | $502K | Buy |
+1,389
| New | +$502K | 0.11% | 108 |
|
|
2023
Q3 | – | Sell |
-1,797
| Closed | -$492K | – | 161 |
|
|
2023
Q2 | $492K | Hold |
1,797
| – | – | 0.25% | 84 |
|
|
2023
Q1 | $439K | Sell |
1,797
-710
| -28% | -$173K | 0.25% | 85 |
|
|
2022
Q4 | $537K | Buy |
2,507
+985
| +65% | +$211K | 0.38% | 67 |
|
|
2022
Q3 | $320K | Hold |
1,522
| – | – | 0.27% | 94 |
|
|
2022
Q2 | $378K | Buy |
+1,522
| New | +$378K | 0.37% | 69 |
|