GWWM
Great Waters 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 | $2.18M | Buy |
5,133
+1
| +0% | +$425 | 0.28% | 23 |
|
|
2025
Q1 | $1.85M | Sell |
5,132
-1,120
| -18% | -$404K | 0.26% | 24 |
|
|
2024
Q4 | $2.51M | Sell |
6,252
-171
| -3% | -$68.7K | 0.32% | 19 |
|
|
2024
Q3 | $2.41M | Buy |
6,423
+6
| +0.1% | +$2.25K | 0.33% | 21 |
|
|
2024
Q2 | $2.34M | Sell |
6,417
-2,966
| -32% | -$1.08M | 0.36% | 20 |
|
|
2024
Q1 | $3.16M | Sell |
9,383
-760
| -7% | -$256K | 0.52% | 17 |
|
|
2023
Q4 | $3M | Sell |
10,143
-118
| -1% | -$34.9K | 0.53% | 17 |
|
|
2023
Q3 | $2.79M | Sell |
10,261
-98
| -0.9% | -$26.6K | 0.55% | 16 |
|
|
2023
Q2 | $2.85M | Sell |
10,359
-101
| -1% | -$27.8K | 0.57% | 18 |
|
|
2023
Q1 | $2.55M | Sell |
10,460
-487
| -4% | -$119K | 0.54% | 21 |
|
|
2022
Q4 | $2.49M | Buy |
+10,947
| New | +$2.49M | 0.54% | 22 |
|