GJWM
Gilliland Jeter 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 | $11.2M | Buy |
26,352
+95
| +0.4% | +$40.3K | 3.64% | 4 |
|
2025
Q1 | $9.48M | Buy |
26,257
+345
| +1% | +$125K | 3.35% | 4 |
|
2024
Q4 | $10.4M | Buy |
25,912
+4
| +0% | +$1.61K | 3.51% | 4 |
|
2024
Q3 | $9.73M | Buy |
25,908
+971
| +4% | +$364K | 3.14% | 5 |
|
2024
Q2 | $9.09M | Sell |
24,937
-105
| -0.4% | -$38.3K | 3.06% | 5 |
|
2024
Q1 | $8.44M | Buy |
25,042
+27
| +0.1% | +$9.1K | 2.94% | 5 |
|
2023
Q4 | $7.58M | Buy |
+25,015
| New | +$7.58M | 3.14% | 4 |
|