MWM
Mattern 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 | $661K | Hold |
1,557
| – | – | 0.14% | 77 |
|
|
2025
Q1 | $562K | Sell |
1,557
-80
| -5% | -$28.9K | 0.12% | 87 |
|
|
2024
Q4 | $657K | Hold |
1,637
| – | – | 0.15% | 84 |
|
|
2024
Q3 | $614K | Hold |
1,637
| – | – | 0.14% | 89 |
|
|
2024
Q2 | $597K | Buy |
1,637
+80
| +5% | +$29.2K | 0.14% | 90 |
|
|
2024
Q1 | $525K | Hold |
1,557
| – | – | 0.13% | 103 |
|
|
2023
Q4 | $472K | Hold |
1,557
| – | – | 0.12% | 112 |
|
|
2023
Q3 | $414K | Hold |
1,557
| – | – | 0.12% | 115 |
|
|
2023
Q2 | $428K | Hold |
1,557
| – | – | 0.13% | 112 |
|
|
2023
Q1 | $380K | Hold |
1,557
| – | – | 0.13% | 127 |
|
|
2022
Q4 | $334K | Sell |
1,557
-21
| -1% | -$4.5K | 0.13% | 122 |
|
|
2022
Q3 | $332K | Hold |
1,578
| – | – | 0.13% | 116 |
|
|
2022
Q2 | $345K | Hold |
1,578
| – | – | 0.14% | 110 |
|
|
2022
Q1 | $438K | Hold |
1,578
| – | – | 0.14% | 104 |
|
|
2021
Q4 | $482K | Hold |
1,578
| – | – | 0.14% | 113 |
|
|
2021
Q3 | $432K | Hold |
1,578
| – | – | 0.15% | 117 |
|
|
2021
Q2 | $434K | Buy |
+1,578
| New | +$434K | 0.14% | 123 |
|