GWMR
GC Wealth Management RIA’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 | $3.76M | Buy |
8,854
+1,695
| +24% | +$720K | 0.31% | 67 |
|
2025
Q1 | $2.59M | Buy |
7,159
+257
| +4% | +$92.8K | 0.47% | 51 |
|
2024
Q4 | $2.77M | Buy |
6,902
+283
| +4% | +$114K | 0.49% | 44 |
|
2024
Q3 | $2.48M | Buy |
6,619
+204
| +3% | +$76.6K | 0.43% | 51 |
|
2024
Q2 | $2.34M | Buy |
6,415
+245
| +4% | +$89.3K | 0.46% | 46 |
|
2024
Q1 | $2.08M | Buy |
6,170
+5,355
| +657% | +$1.8M | 0.42% | 47 |
|
2023
Q4 | $247K | Buy |
+815
| New | +$247K | 0.11% | 186 |
|