JPWM
Jamison Private 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 | $884K | Buy |
2,082
+1,374
| +194% | +$583K | 0.13% | 112 |
|
|
2025
Q1 | $256K | Hold |
708
| – | – | 0.04% | 183 |
|
|
2024
Q4 | $284K | Sell |
708
-6
| -0.8% | -$2.41K | 0.04% | 180 |
|
|
2024
Q3 | $268K | Hold |
714
| – | – | 0.04% | 170 |
|
|
2024
Q2 | $260K | Hold |
714
| – | – | 0.04% | 161 |
|
|
2024
Q1 | $241K | Buy |
714
+673
| +1,641% | +$227K | 0.04% | 164 |
|
|
2023
Q4 | $12.4K | Hold |
41
| – | – | ﹤0.01% | 293 |
|
|
2023
Q3 | $10.8K | Buy |
+41
| New | +$10.8K | ﹤0.01% | 292 |
|