GWS
Glassman Wealth Services’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 | $1.96M | Sell |
4,614
-126
| -3% | -$53.5K | 0.3% | 17 |
|
|
2025
Q1 | $1.71M | Buy |
4,740
+249
| +6% | +$89.9K | 0.29% | 19 |
|
|
2024
Q4 | $1.8M | Sell |
4,491
-122
| -3% | -$49K | 0.3% | 16 |
|
|
2024
Q3 | $1.73M | Buy |
4,613
+1
| +0% | +$375 | 0.3% | 18 |
|
|
2024
Q2 | $1.68M | Sell |
4,612
-156
| -3% | -$56.9K | 0.31% | 18 |
|
|
2024
Q1 | $1.61M | Buy |
4,768
+423
| +10% | +$143K | 0.32% | 17 |
|
|
2023
Q4 | $1.32M | Sell |
4,345
-311
| -7% | -$94.3K | 0.19% | 38 |
|
|
2023
Q3 | $1.24M | Buy |
4,656
+65
| +1% | +$17.3K | 0.2% | 37 |
|
|
2023
Q2 | $1.26M | Sell |
4,591
-408
| -8% | -$112K | 0.2% | 36 |
|
|
2023
Q1 | $1.22M | Buy |
4,999
+1
| +0% | +$244 | 0.21% | 31 |
|
|
2022
Q4 | $1.07M | Sell |
4,998
-57
| -1% | -$12.2K | 0.2% | 34 |
|
|
2022
Q3 | $1.06M | Hold |
5,055
| – | – | 0.23% | 34 |
|
|
2022
Q2 | $1.11M | Sell |
5,055
-83
| -2% | -$18.1K | 0.23% | 34 |
|
|
2022
Q1 | $1.43M | Hold |
5,138
| – | – | 0.26% | 32 |
|
|
2021
Q4 | $1.57M | Buy |
5,138
+512
| +11% | +$156K | 0.29% | 30 |
|
|
2021
Q3 | $1.27M | Sell |
4,626
-26
| -0.6% | -$7.13K | 0.27% | 34 |
|
|
2021
Q2 | $1.26M | Hold |
4,652
| – | – | 0.26% | 31 |
|
|
2021
Q1 | $1.13M | Hold |
4,652
| – | – | 0.24% | 38 |
|
|
2020
Q4 | $1.12M | Sell |
4,652
-285
| -6% | -$68.7K | 0.26% | 37 |
|
|
2020
Q3 | $1.07M | Buy |
4,937
+286
| +6% | +$62K | 0.3% | 31 |
|
|
2020
Q2 | $893K | Sell |
4,651
-47
| -1% | -$9.02K | 0.28% | 35 |
|
|
2020
Q1 | $708K | Buy |
4,698
+1
| +0% | +$151 | 0.27% | 37 |
|
|
2019
Q4 | $826K | Buy |
4,697
+440
| +10% | +$77.4K | 0.31% | 41 |
|
|
2019
Q3 | $680K | Hold |
4,257
| – | – | 0.27% | 46 |
|
|
2019
Q2 | $670K | Buy |
4,257
+100
| +2% | +$15.7K | 0.27% | 46 |
|
|
2019
Q1 | $629K | Buy |
4,157
+1
| +0% | +$151 | 0.27% | 44 |
|
|
2018
Q4 | $544K | Hold |
4,156
| – | – | 0.29% | 44 |
|
|
2018
Q3 | $648K | Buy |
4,156
+1
| +0% | +$156 | 0.3% | 41 |
|
|
2018
Q2 | $598K | Hold |
4,155
| – | – | 0.3% | 39 |
|
|
2018
Q1 | $565K | Buy |
4,155
+239
| +6% | +$32.5K | 0.35% | 36 |
|
|
2017
Q4 | $528K | Buy |
3,916
+78
| +2% | +$10.5K | 0.32% | 35 |
|
|
2017
Q3 | $480K | Sell |
3,838
-53
| -1% | -$6.63K | 0.31% | 39 |
|
|
2017
Q2 | $463K | Buy |
3,891
+118
| +3% | +$14K | 0.31% | 39 |
|
|
2017
Q1 | $429K | Hold |
3,773
| – | – | 0.3% | 35 |
|
|
2016
Q4 | $396K | Sell |
3,773
-63
| -2% | -$6.61K | 0.28% | 36 |
|
|
2016
Q3 | $400K | Buy |
3,836
+3,633
| +1,790% | +$379K | 0.33% | 32 |
|
|
2016
Q2 | $20K | Hold |
203
| – | – | 0.02% | 218 |
|
|
2016
Q1 | $20K | Hold |
203
| – | – | 0.02% | 214 |
|
|
2015
Q4 | $20K | Sell |
203
-2,095
| -91% | -$206K | 0.02% | 226 |
|
|
2015
Q3 | $214K | Hold |
2,298
| – | – | 0.19% | 60 |
|
|
2015
Q2 | $228K | Hold |
2,298
| – | – | 0.18% | 57 |
|
|
2015
Q1 | $227K | Hold |
2,298
| – | – | 0.18% | 55 |
|
|
2014
Q4 | $220K | Buy |
+2,298
| New | +$220K | 0.16% | 69 |
|