MAM
McCarthy Asset 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 | $4.6M | Sell |
10,838
-149
| -1% | -$63.3K | 3.13% | 10 |
|
|
2025
Q1 | $3.97M | Sell |
10,987
-59
| -0.5% | -$21.3K | 2.87% | 11 |
|
|
2024
Q4 | $4.44M | Sell |
11,046
-48
| -0.4% | -$19.3K | 3.13% | 10 |
|
|
2024
Q3 | $4.16M | Sell |
11,094
-244
| -2% | -$91.6K | 2.59% | 9 |
|
|
2024
Q2 | $4.13M | Buy |
11,338
+12
| +0.1% | +$4.37K | 2.44% | 11 |
|
|
2024
Q1 | $3.82M | Sell |
11,326
-108
| -0.9% | -$36.4K | 2.35% | 11 |
|
|
2023
Q4 | $3.47M | Sell |
11,434
-52
| -0.5% | -$15.8K | 2.22% | 11 |
|
|
2023
Q3 | $3.06M | Sell |
11,486
-724
| -6% | -$193K | 2.24% | 12 |
|
|
2023
Q2 | $3.36M | Sell |
12,210
-434
| -3% | -$119K | 2.29% | 12 |
|
|
2023
Q1 | $3.09M | Sell |
12,644
-356
| -3% | -$87K | 2.1% | 12 |
|
|
2022
Q4 | $2.79M | Sell |
13,000
-529
| -4% | -$113K | 1.94% | 13 |
|
|
2022
Q3 | $2.85M | Sell |
13,529
-15
| -0.1% | -$3.16K | 2.23% | 11 |
|
|
2022
Q2 | $2.96M | Sell |
13,544
-278
| -2% | -$60.8K | 2.41% | 13 |
|
|
2022
Q1 | $3.84M | Sell |
13,822
-213
| -2% | -$59.1K | 2.67% | 11 |
|
|
2021
Q4 | $4.28M | Buy |
14,035
+6
| +0% | +$1.83K | 2.95% | 10 |
|
|
2021
Q3 | $3.85M | Hold |
14,029
| – | – | 2.89% | 10 |
|
|
2021
Q2 | $3.81M | Sell |
14,029
-352
| -2% | -$95.6K | 2.71% | 11 |
|
|
2021
Q1 | $3.5M | Sell |
14,381
-263
| -2% | -$63.9K | 2.73% | 10 |
|
|
2020
Q4 | $3.53M | Buy |
+14,644
| New | +$3.53M | 2.93% | 9 |
|