MWM

Mascoma 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	$169K	Hold	399	–	–	0.04%	98
2025 Q1	$144K	Sell	399 -695	-64%	-$251K	0.04%	108
2024 Q4	$439K	Buy	1,094 +965	+748%	+$388K	0.11%	60
2024 Q3	$48.4K	Hold	129	–	–	0.01%	192
2024 Q2	$47K	Buy	129 +66	+105%	+$24.1K	0.01%	198
2024 Q1	$21.2K	Sell	63 -241	-79%	-$81.2K	0.01%	258
2023 Q4	$92.2K	Buy	304 +101	+50%	+$30.6K	0.03%	142
2023 Q3	$54K	Hold	203	–	–	0.02%	186
2023 Q2	$56.2K	Hold	203	–	–	0.02%	184
2023 Q1	$50.1K	Sell	203 -20	-9%	-$4.94K	0.01%	230
2022 Q4	$47.8K	Buy	223 +63	+39%	+$13.5K	0.02%	234
2022 Q3	$34K	Hold	160	–	–	0.01%	283
2022 Q2	$35K	Hold	160	–	–	0.01%	286
2022 Q1	$44K	Hold	160	–	–	0.01%	277
2021 Q4	$49K	Hold	160	–	–	0.02%	221
2021 Q3	$44K	Buy	+160	New	+$44K	0.02%	217
2021 Q2	–	Sell	-160	Closed	-$39K	–	279
2021 Q1	$39K	Buy	+160	New	+$39K	0.02%	241
2019 Q3	–	Sell	-140	Closed	-$22K	–	216
2019 Q2	$22K	Hold	140	–	–	0.01%	223
2019 Q1	$21K	Hold	140	–	–	0.01%	219
2018 Q4	$18K	Hold	140	–	–	0.01%	220
2018 Q3	$22K	Hold	140	–	–	0.01%	228
2018 Q2	$20K	Hold	140	–	–	0.01%	220
2018 Q1	$19K	Hold	140	–	–	0.01%	223
2017 Q4	$20K	Hold	140	–	–	0.01%	215
2017 Q3	$18K	Hold	140	–	–	0.01%	239
2017 Q2	$17K	Hold	140	–	–	0.01%	250
2017 Q1	$16K	Hold	140	–	–	0.01%	231
2016 Q4	$15K	Buy	+140	New	+$15K	0.01%	239