MWA
Monograph Wealth Advisors’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 | $4.5M | Buy |
10,597
+2,008
| +23% | +$853K | 0.55% | 25 |
|
|
2025
Q1 | $3.1M | Hold |
8,589
| – | – | 0.42% | 29 |
|
|
2024
Q4 | $3.45M | Sell |
8,589
-124
| -1% | -$49.8K | 0.46% | 30 |
|
|
2024
Q3 | $3.27M | Hold |
8,713
| – | – | 0.43% | 26 |
|
|
2024
Q2 | $3.18M | Hold |
8,713
| – | – | 0.46% | 27 |
|
|
2024
Q1 | $2.94M | Hold |
8,713
| – | – | 0.43% | 27 |
|
|
2023
Q4 | $2.64M | Hold |
8,713
| – | – | 0.47% | 24 |
|
|
2023
Q3 | $2.32M | Hold |
8,713
| – | – | 0.46% | 27 |
|
|
2023
Q2 | $2.4M | Hold |
8,713
| – | – | 0.51% | 20 |
|
|
2023
Q1 | $2.13M | Hold |
8,713
| – | – | 0.5% | 20 |
|
|
2022
Q4 | $1.87M | Hold |
8,713
| – | – | 0.49% | 19 |
|
|
2022
Q3 | $1.83M | Hold |
8,713
| – | – | 0.6% | 17 |
|
|
2022
Q2 | $1.91M | Hold |
8,713
| – | – | 0.55% | 16 |
|
|
2022
Q1 | $2.42M | Hold |
8,713
| – | – | 0.61% | 18 |
|
|
2021
Q4 | $2.66M | Buy |
+8,713
| New | +$2.66M | 0.67% | 18 |
|