MSA
Marino Stram & Associates’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 | $898K | Buy |
2,116
+50
| +2% | +$21.2K | 0.18% | 89 |
|
|
2025
Q1 | $746K | Hold |
2,066
| – | – | 0.17% | 94 |
|
|
2024
Q4 | $830K | Buy |
2,066
+35
| +2% | +$14.1K | 0.18% | 93 |
|
|
2024
Q3 | $762K | Buy |
2,031
+35
| +2% | +$13.1K | 0.17% | 97 |
|
|
2024
Q2 | $727K | Sell |
1,996
-39
| -2% | -$14.2K | 0.18% | 93 |
|
|
2024
Q1 | $686K | Sell |
2,035
-162
| -7% | -$54.6K | 0.16% | 96 |
|
|
2023
Q4 | $666K | Sell |
2,197
-136
| -6% | -$41.2K | 0.17% | 90 |
|
|
2023
Q3 | $621K | Hold |
2,333
| – | – | 0.18% | 87 |
|
|
2023
Q2 | $642K | Sell |
2,333
-52
| -2% | -$14.3K | 0.18% | 85 |
|
|
2023
Q1 | $583K | Sell |
2,385
-21
| -0.9% | -$5.13K | 0.18% | 85 |
|
|
2022
Q4 | $515K | Buy |
2,406
+1
| +0% | +$214 | 0.16% | 92 |
|
|
2022
Q3 | $506K | Hold |
2,405
| – | – | 0.18% | 87 |
|
|
2022
Q2 | $526K | Buy |
2,405
+1
| +0% | +$219 | 0.18% | 88 |
|
|
2022
Q1 | $667K | Hold |
2,404
| – | – | 0.21% | 79 |
|
|
2021
Q4 | $735K | Buy |
2,404
+1
| +0% | +$306 | 0.23% | 77 |
|
|
2021
Q3 | $659K | Sell |
2,403
-8,914
| -79% | -$2.44M | 0.23% | 75 |
|
|
2021
Q2 | $3.07M | Buy |
11,317
+8,610
| +318% | +$2.34M | 0.8% | 34 |
|
|
2021
Q1 | $658K | Sell |
2,707
-41
| -1% | -$9.97K | 0.26% | 58 |
|
|
2020
Q4 | $663K | Buy |
2,748
+1
| +0% | +$241 | 0.29% | 51 |
|
|
2020
Q3 | $596K | Sell |
2,747
-695
| -20% | -$151K | 0.32% | 52 |
|
|
2020
Q2 | $661K | Buy |
3,442
+150
| +5% | +$28.8K | 0.39% | 49 |
|
|
2020
Q1 | $496K | Hold |
3,292
| – | – | 0.38% | 50 |
|
|
2019
Q4 | $579K | Hold |
3,292
| – | – | 0.38% | 48 |
|
|
2019
Q3 | $526K | Hold |
3,292
| – | – | 0.37% | 44 |
|
|
2019
Q2 | $518K | Sell |
3,292
-318
| -9% | -$50K | 0.38% | 45 |
|
|
2019
Q1 | $546K | Buy |
3,610
+187
| +5% | +$28.3K | 0.39% | 42 |
|
|
2018
Q4 | $448K | Sell |
3,423
-551
| -14% | -$72.1K | 0.39% | 44 |
|
|
2018
Q3 | $620K | Sell |
3,974
-527
| -12% | -$82.2K | 0.5% | 39 |
|
|
2018
Q2 | $571K | Hold |
4,501
| – | – | 0.51% | 39 |
|
|
2018
Q1 | $613K | Buy |
+4,501
| New | +$613K | 0.57% | 35 |
|