KWM
Keebeck 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 | $1.37M | Buy |
3,234
+1,117
| +53% | +$474K | 0.18% | 124 |
|
|
2025
Q1 | $764K | Buy |
2,117
+502
| +31% | +$181K | 0.11% | 144 |
|
|
2024
Q4 | $649K | Hold |
1,615
| – | – | 0.09% | 149 |
|
|
2024
Q3 | $606K | Sell |
1,615
-518
| -24% | -$194K | 0.09% | 155 |
|
|
2024
Q2 | $778K | Hold |
2,133
| – | – | 0.11% | 142 |
|
|
2024
Q1 | $719K | Hold |
2,133
| – | – | 0.11% | 155 |
|
|
2023
Q4 | $647K | Sell |
2,133
-5
| -0.2% | -$1.52K | 0.11% | 154 |
|
|
2023
Q3 | $570K | Sell |
2,138
-21
| -1% | -$5.6K | 0.1% | 157 |
|
|
2023
Q2 | $594K | Hold |
2,159
| – | – | 0.08% | 164 |
|
|
2023
Q1 | $528K | Hold |
2,159
| – | – | 0.09% | 159 |
|
|
2022
Q4 | $463K | Hold |
2,159
| – | – | 0.08% | 161 |
|
|
2022
Q3 | $454K | Sell |
2,159
-92
| -4% | -$19.3K | 0.09% | 158 |
|
|
2022
Q2 | $492K | Sell |
2,251
-22,201
| -91% | -$4.85M | 0.09% | 159 |
|
|
2022
Q1 | $6.79M | Hold |
24,452
| – | – | 1.13% | 18 |
|
|
2021
Q4 | $7.47M | Hold |
24,452
| – | – | 1.33% | 15 |
|
|
2021
Q3 | $6.7M | Sell |
24,452
-111
| -0.5% | -$30.4K | 1.32% | 16 |
|
|
2021
Q2 | $6.67M | Sell |
24,563
-105
| -0.4% | -$28.5K | 0.96% | 28 |
|
|
2021
Q1 | $6M | Sell |
24,668
-170
| -0.7% | -$41.3K | 0.93% | 26 |
|
|
2020
Q4 | $5.99M | Buy |
24,838
+55
| +0.2% | +$13.3K | 1.04% | 23 |
|
|
2020
Q3 | $5.38M | Hold |
24,783
| – | – | 1.11% | 22 |
|
|
2020
Q2 | $4.76M | Buy |
24,783
+128
| +0.5% | +$24.6K | 1.5% | 13 |
|
|
2020
Q1 | $3.71M | Buy |
24,655
+1,508
| +7% | +$227K | 1.55% | 14 |
|
|
2019
Q4 | $4.07M | Buy |
+23,147
| New | +$4.07M | 1.29% | 21 |
|