IFWM
Institute for Wealth Management’s Invesco Large Cap Growth ETF PWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Sell |
31,710
-165
| -0.5% | -$19.4K | 0.42% | 45 |
|
|
2025
Q1 | $3.06M | Sell |
31,875
-7
| -0% | -$672 | 0.39% | 49 |
|
|
2024
Q4 | $3.24M | Sell |
31,882
-819
| -3% | -$83.3K | 0.41% | 50 |
|
|
2024
Q3 | $3.23M | Sell |
32,701
-11
| -0% | -$1.09K | 0.41% | 44 |
|
|
2024
Q2 | $3.09M | Sell |
32,712
-405
| -1% | -$38.3K | 0.41% | 45 |
|
|
2024
Q1 | $2.96M | Sell |
33,117
-75
| -0.2% | -$6.7K | 0.38% | 47 |
|
|
2023
Q4 | $2.58M | Sell |
33,192
-5,298
| -14% | -$412K | 0.42% | 47 |
|
|
2023
Q3 | $2.61M | Sell |
38,490
-84
| -0.2% | -$5.69K | 0.47% | 43 |
|
|
2023
Q2 | $2.72M | Hold |
38,574
| – | – | 0.46% | 43 |
|
|
2023
Q1 | $2.51M | Hold |
38,574
| – | – | 0.48% | 44 |
|
|
2022
Q4 | $2.3M | Sell |
38,574
-412
| -1% | -$24.6K | 0.48% | 44 |
|
|
2022
Q3 | $2.22M | Sell |
38,986
-175
| -0.4% | -$9.97K | 0.5% | 44 |
|
|
2022
Q2 | $2.3M | Hold |
39,161
| – | – | 0.45% | 46 |
|
|
2022
Q1 | $2.83M | Hold |
39,161
| – | – | 0.46% | 47 |
|
|
2021
Q4 | $3.16M | Sell |
39,161
-399
| -1% | -$32.2K | 0.52% | 37 |
|
|
2021
Q3 | $2.93M | Sell |
39,560
-130
| -0.3% | -$9.62K | 0.51% | 39 |
|
|
2021
Q2 | $2.96M | Hold |
39,690
| – | – | 0.52% | 39 |
|
|
2021
Q1 | $2.7M | Sell |
39,690
-1,369
| -3% | -$93.2K | 0.51% | 43 |
|
|
2020
Q4 | $2.78M | Sell |
41,059
-2,201
| -5% | -$149K | 0.55% | 39 |
|
|
2020
Q3 | $2.68M | Sell |
43,260
-67
| -0.2% | -$4.15K | 0.61% | 30 |
|
|
2020
Q2 | $2.37M | Sell |
43,327
-33
| -0.1% | -$1.81K | 0.58% | 32 |
|
|
2020
Q1 | $1.9M | Sell |
43,360
-1,383
| -3% | -$60.5K | 0.59% | 33 |
|
|
2019
Q4 | $2.3M | Hold |
44,743
| – | – | 0.52% | 36 |
|
|
2019
Q3 | $2.16M | Hold |
44,743
| – | – | 0.55% | 39 |
|
|
2019
Q2 | $2.16M | Sell |
44,743
-575
| -1% | -$27.8K | 0.48% | 45 |
|
|
2019
Q1 | $2.15M | Hold |
45,318
| – | – | 0.47% | 47 |
|
|
2018
Q4 | $1.88M | Buy |
+45,318
| New | +$1.88M | 0.77% | 34 |
|
|
2018
Q2 | – | Sell |
-44,593
| Closed | -$1.94M | – | 234 |
|
|
2018
Q1 | $1.94M | Sell |
44,593
-1,065
| -2% | -$46.2K | 0.57% | 46 |
|
|
2017
Q4 | $1.89M | Sell |
45,658
-100
| -0.2% | -$4.14K | 0.44% | 60 |
|
|
2017
Q3 | $1.78M | Hold |
45,758
| – | – | 0.58% | 49 |
|
|
2017
Q2 | $1.65M | Buy |
+45,758
| New | +$1.65M | 0.45% | 52 |
|