JWM
Jupiter 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 | $1.68M | Hold |
3,735
| – | – | 0.85% | 27 |
|
|
2025
Q1 | $1.5M | Hold |
3,735
| – | – | 0.91% | 28 |
|
|
2024
Q4 | $1.5M | Hold |
3,735
| – | – | 0.75% | 32 |
|
|
2024
Q3 | $1.4M | Hold |
3,735
| – | – | 0.72% | 38 |
|
|
2024
Q2 | $1.34M | Hold |
3,735
| – | – | 0.71% | 40 |
|
|
2024
Q1 | $1.25M | Hold |
3,735
| – | – | 0.66% | 42 |
|
|
2023
Q4 | $1.13M | Hold |
3,735
| – | – | 0.67% | 41 |
|
|
2023
Q3 | $1.05M | Buy |
+3,735
| New | +$1.05M | 0.68% | 38 |
|