KPWS
Kestra Private Wealth Services’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 | $42.7M | Sell |
100,535
-3,175
| -3% | -$1.35M | 0.61% | 25 |
|
|
2025
Q1 | $37.4M | Buy |
103,710
+3,958
| +4% | +$1.43M | 0.62% | 22 |
|
|
2024
Q4 | $40.1M | Buy |
99,752
+6,719
| +7% | +$2.7M | 0.68% | 23 |
|
|
2024
Q3 | $34.9M | Sell |
93,033
-13,396
| -13% | -$5.03M | 0.64% | 25 |
|
|
2024
Q2 | $38.8M | Buy |
106,429
+10,474
| +11% | +$3.82M | 0.78% | 21 |
|
|
2024
Q1 | $32.3M | Buy |
95,955
+9,345
| +11% | +$3.15M | 0.73% | 21 |
|
|
2023
Q4 | $26.3M | Buy |
86,610
+38,227
| +79% | +$11.6M | 0.67% | 21 |
|
|
2023
Q3 | $12.9M | Buy |
48,383
+19,136
| +65% | +$5.09M | 0.4% | 53 |
|
|
2023
Q2 | $8.05M | Buy |
29,247
+2,105
| +8% | +$579K | 0.28% | 92 |
|
|
2023
Q1 | $6.63M | Buy |
27,142
+3,939
| +17% | +$962K | 0.26% | 101 |
|
|
2022
Q4 | $4.97M | Buy |
23,203
+9,966
| +75% | +$2.14M | 0.25% | 106 |
|
|
2022
Q3 | $2.79M | Buy |
13,237
+507
| +4% | +$107K | 0.16% | 149 |
|
|
2022
Q2 | $2.78M | Sell |
12,730
-1,008
| -7% | -$220K | 0.16% | 151 |
|
|
2022
Q1 | $3.81M | Sell |
13,738
-218
| -2% | -$60.5K | 0.19% | 129 |
|
|
2021
Q4 | $4.27M | Buy |
13,956
+3,541
| +34% | +$1.08M | 0.2% | 120 |
|
|
2021
Q3 | $2.85M | Buy |
10,415
+2,474
| +31% | +$678K | 0.16% | 149 |
|
|
2021
Q2 | $2.16M | Sell |
7,941
-21
| -0.3% | -$5.7K | 0.13% | 173 |
|
|
2021
Q1 | $1.94M | Sell |
7,962
-463
| -5% | -$113K | 0.13% | 175 |
|
|
2020
Q4 | $2.03M | Buy |
8,425
+114
| +1% | +$27.4K | 0.15% | 159 |
|
|
2020
Q3 | $1.8M | Buy |
+8,311
| New | +$1.8M | 0.16% | 148 |
|