GWM
GSB 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 | $350K | Sell |
824
-8
| -1% | -$3.4K | 0.09% | 174 |
|
|
2025
Q1 | $301K | Sell |
832
-39
| -4% | -$14.1K | 0.08% | 169 |
|
|
2024
Q4 | $350K | Buy |
871
+1
| +0.1% | +$402 | 0.09% | 164 |
|
|
2024
Q3 | $327K | Sell |
870
-79
| -8% | -$29.7K | 0.08% | 171 |
|
|
2024
Q2 | $346K | Buy |
949
+1
| +0.1% | +$365 | 0.09% | 163 |
|
|
2024
Q1 | $320K | Sell |
948
-49
| -5% | -$16.5K | 0.09% | 169 |
|
|
2023
Q4 | $302K | Buy |
997
+4
| +0.4% | +$1.21K | 0.09% | 167 |
|
|
2023
Q3 | $264K | Hold |
993
| – | – | 0.09% | 164 |
|
|
2023
Q2 | $273K | Buy |
993
+2
| +0.2% | +$550 | 0.09% | 175 |
|
|
2023
Q1 | $242K | Buy |
991
+2
| +0.2% | +$489 | 0.08% | 184 |
|
|
2022
Q4 | $212K | Buy |
989
+2
| +0.2% | +$429 | 0.08% | 189 |
|
|
2022
Q3 | $208K | Buy |
987
+3
| +0.3% | +$632 | 0.08% | 191 |
|
|
2022
Q2 | $215K | Buy |
984
+2
| +0.2% | +$437 | 0.07% | 197 |
|
|
2022
Q1 | $273K | Buy |
982
+1
| +0.1% | +$278 | 0.08% | 193 |
|
|
2021
Q4 | $300K | Buy |
+981
| New | +$300K | 0.09% | 188 |
|
|
2021
Q3 | – | Sell |
-979
| Closed | -$266K | – | 185 |
|
|
2021
Q2 | $266K | Hold |
979
| – | – | 0.08% | 195 |
|
|
2021
Q1 | $238K | Buy |
+979
| New | +$238K | 0.08% | 193 |
|