MWPCG
Measured Wealth Private Client Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-521
| Closed | -$209K | – | 183 |
|
|
2024
Q4 | $209K | Sell |
521
-362
| -41% | -$145K | 0.07% | 169 |
|
|
2024
Q3 | $331K | Sell |
883
-234
| -21% | -$87.8K | 0.11% | 125 |
|
|
2024
Q2 | $407K | Hold |
1,117
| – | – | 0.14% | 116 |
|
|
2024
Q1 | $376K | Buy |
+1,117
| New | +$376K | 0.13% | 117 |
|
|
2018
Q4 | – | Sell |
-714
| Closed | -$110K | – | 402 |
|
|
2018
Q3 | $110K | Buy |
+714
| New | +$110K | 0.07% | 224 |
|