JWM
JPL 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 | $554K | Hold |
1,305
| – | – | 0.15% | 88 |
|
|
2025
Q1 | $471K | Sell |
1,305
-274
| -17% | -$98.9K | 0.13% | 90 |
|
|
2024
Q4 | $634K | Buy |
+1,579
| New | +$634K | 0.18% | 85 |
|
|
2024
Q2 | $535K | Hold |
1,467
| – | – | 0.26% | 78 |
|
|
2024
Q1 | $495K | Buy |
1,467
+501
| +52% | +$169K | 0.27% | 78 |
|
|
2023
Q4 | $293K | Buy |
+966
| New | +$293K | 0.21% | 88 |
|