KWMG
King Wealth Management Group’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 | $816K | Hold |
1,922
| – | – | 0.11% | 69 |
|
2025
Q1 | $694K | Buy |
1,922
+114
| +6% | +$41.2K | 0.11% | 75 |
|
2024
Q4 | $726K | Hold |
1,808
| – | – | 0.11% | 72 |
|
2024
Q3 | $679K | Hold |
1,808
| – | – | 0.11% | 72 |
|
2024
Q2 | $659K | Hold |
1,808
| – | – | 0.11% | 72 |
|
2024
Q1 | $609K | Hold |
1,808
| – | – | 0.11% | 74 |
|
2023
Q4 | $548K | Hold |
1,808
| – | – | 0.11% | 76 |
|
2023
Q3 | $481K | Hold |
1,808
| – | – | 0.1% | 80 |
|
2023
Q2 | $498K | Hold |
1,808
| – | – | 0.1% | 84 |
|
2023
Q1 | $442K | Hold |
1,808
| – | – | 0.1% | 86 |
|
2022
Q4 | $387K | Hold |
1,808
| – | – | 0.09% | 96 |
|
2022
Q3 | $380K | Hold |
1,808
| – | – | 0.1% | 94 |
|
2022
Q2 | $395K | Hold |
1,808
| – | – | 0.09% | 100 |
|
2022
Q1 | $502K | Hold |
1,808
| – | – | 0.1% | 90 |
|
2021
Q4 | $553K | Hold |
1,808
| – | – | 0.1% | 98 |
|
2021
Q3 | $495K | Hold |
1,808
| – | – | 0.1% | 103 |
|
2021
Q2 | $491K | Hold |
1,808
| – | – | 0.1% | 99 |
|
2021
Q1 | $439K | Hold |
1,808
| – | – | 0.1% | 102 |
|
2020
Q4 | $436K | Sell |
1,808
-3
| -0.2% | -$723 | 0.1% | 99 |
|
2020
Q3 | $393K | Hold |
1,811
| – | – | 0.1% | 103 |
|
2020
Q2 | $348K | Sell |
1,811
-396
| -18% | -$76.1K | 0.1% | 102 |
|
2020
Q1 | $332K | Sell |
2,207
-100
| -4% | -$15K | 0.14% | 88 |
|
2019
Q4 | $406K | Sell |
2,307
-133
| -5% | -$23.4K | 0.11% | 86 |
|
2019
Q3 | $389K | Hold |
2,440
| – | – | 0.11% | 82 |
|
2019
Q2 | $384K | Sell |
2,440
-622
| -20% | -$97.9K | 0.11% | 86 |
|
2019
Q1 | $463K | Buy |
3,062
+1,193
| +64% | +$180K | 0.14% | 71 |
|
2018
Q4 | $245K | Sell |
1,869
-141
| -7% | -$18.5K | 0.09% | 107 |
|
2018
Q3 | $314K | Hold |
2,010
| – | – | 0.1% | 92 |
|
2018
Q2 | $289K | Hold |
2,010
| – | – | 0.1% | 94 |
|
2018
Q1 | $274K | Hold |
2,010
| – | – | 0.1% | 101 |
|
2017
Q4 | $271K | Hold |
2,010
| – | – | 0.1% | 100 |
|
2017
Q3 | $251K | Buy |
2,010
+144
| +8% | +$18K | 0.09% | 107 |
|
2017
Q2 | $222K | Buy |
+1,866
| New | +$222K | 0.09% | 114 |
|