MPW
MA Private Wealth’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 | $1.06M | Hold |
2,485
| – | – | 0.19% | 45 |
|
|
2025
Q1 | $897K | Hold |
2,485
| – | – | 0.17% | 48 |
|
|
2024
Q4 | $998K | Hold |
2,485
| – | – | 0.19% | 41 |
|
|
2024
Q3 | $933K | Sell |
2,485
-148
| -6% | -$55.6K | 0.17% | 46 |
|
|
2024
Q2 | $960K | Hold |
2,633
| – | – | 0.19% | 44 |
|
|
2024
Q1 | $887K | Sell |
2,633
-1
| -0% | -$337 | 0.18% | 45 |
|
|
2023
Q4 | $799K | Hold |
2,634
| – | – | 0.17% | 47 |
|
|
2023
Q3 | $701K | Hold |
2,634
| – | – | 0.17% | 48 |
|
|
2023
Q2 | $725K | Sell |
2,634
-586
| -18% | -$161K | 0.17% | 46 |
|
|
2023
Q1 | $787K | Sell |
3,220
-801
| -20% | -$196K | 0.19% | 45 |
|
|
2022
Q4 | $861K | Hold |
4,021
| – | – | 0.21% | 44 |
|
|
2022
Q3 | $887K | Hold |
4,021
| – | – | 0.22% | 41 |
|
|
2022
Q2 | $893K | Sell |
4,021
-1,244
| -24% | -$276K | 0.22% | 42 |
|
|
2022
Q1 | $1.46M | Sell |
5,265
-877
| -14% | -$244K | 0.27% | 38 |
|
|
2021
Q4 | $1.88M | Buy |
6,142
+292
| +5% | +$89.2K | 0.34% | 37 |
|
|
2021
Q3 | $1.6M | Hold |
5,850
| – | – | 0.31% | 39 |
|
|
2021
Q2 | $1.59M | Hold |
5,850
| – | – | 0.32% | 41 |
|
|
2021
Q1 | $1.42M | Sell |
5,850
-62
| -1% | -$15.1K | 0.3% | 42 |
|
|
2020
Q4 | $1.43M | Sell |
5,912
-292
| -5% | -$70.4K | 0.33% | 38 |
|
|
2020
Q3 | $1.35M | Hold |
6,204
| – | – | 0.32% | 38 |
|
|
2020
Q2 | $1.19M | Buy |
6,204
+696
| +13% | +$134K | 0.3% | 41 |
|
|
2020
Q1 | $830K | Sell |
5,508
-250
| -4% | -$37.7K | 0.24% | 41 |
|
|
2019
Q4 | $1.01M | Sell |
5,758
-3,161
| -35% | -$556K | 0.31% | 29 |
|
|
2019
Q3 | $1.42M | Sell |
8,919
-10
| -0.1% | -$1.6K | 0.4% | 34 |
|
|
2019
Q2 | $1.41M | Sell |
8,929
-3,300
| -27% | -$519K | 0.41% | 36 |
|
|
2019
Q1 | $1.85M | Sell |
12,229
-2,188
| -15% | -$331K | 0.59% | 33 |
|
|
2018
Q4 | $1.89M | Buy |
+14,417
| New | +$1.89M | 0.72% | 31 |
|