IWA
Inspirion Wealth Advisors’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 | $302K | Hold |
711
| – | – | 0.04% | 125 |
|
|
2025
Q1 | $257K | Hold |
711
| – | – | 0.04% | 130 |
|
|
2024
Q4 | $287K | Hold |
711
| – | – | 0.04% | 123 |
|
|
2024
Q3 | $267K | Sell |
711
-419
| -37% | -$157K | 0.04% | 128 |
|
|
2024
Q2 | $412K | Buy |
1,130
+14
| +1% | +$5.1K | 0.06% | 98 |
|
|
2024
Q1 | $376K | Hold |
1,116
| – | – | 0.06% | 104 |
|
|
2023
Q4 | $333K | Buy |
1,116
+348
| +45% | +$104K | 0.06% | 104 |
|
|
2023
Q3 | $204K | Sell |
768
-176
| -19% | -$46.8K | 0.04% | 130 |
|
|
2023
Q2 | $260K | Hold |
944
| – | – | 0.05% | 118 |
|
|
2023
Q1 | $231K | Hold |
944
| – | – | 0.05% | 125 |
|
|
2022
Q4 | $202K | Sell |
944
-87
| -8% | -$18.6K | 0.04% | 123 |
|
|
2022
Q3 | $217K | Hold |
1,031
| – | – | 0.05% | 110 |
|
|
2022
Q2 | $226K | Hold |
1,031
| – | – | 0.05% | 108 |
|
|
2022
Q1 | $286K | Buy |
1,031
+51
| +5% | +$14.1K | 0.06% | 90 |
|
|
2021
Q4 | $299K | Buy |
+980
| New | +$299K | 0.06% | 85 |
|