MWP
MYCIO Wealth Partners’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 | $7.61M | Buy |
17,927
+277
| +2% | +$118K | 1.76% | 10 |
|
|
2025
Q1 | $6.37M | Sell |
17,650
-1,675
| -9% | -$605K | 1.5% | 10 |
|
|
2024
Q4 | $7.76M | Sell |
19,325
-47
| -0.2% | -$18.9K | 1.86% | 9 |
|
|
2024
Q3 | $7.27M | Buy |
19,372
+2,032
| +12% | +$763K | 1.67% | 10 |
|
|
2024
Q2 | $6.32M | Sell |
17,340
-734
| -4% | -$268K | 1.61% | 10 |
|
|
2024
Q1 | $6.09M | Sell |
18,074
-893
| -5% | -$301K | 1.54% | 10 |
|
|
2023
Q4 | $5.75M | Buy |
18,967
+30
| +0.2% | +$9.1K | 1.62% | 11 |
|
|
2023
Q3 | $5.04M | Buy |
18,937
+6,934
| +58% | +$1.84M | 1.51% | 11 |
|
|
2023
Q2 | $3.3M | Buy |
12,003
+21
| +0.2% | +$5.78K | 1.04% | 13 |
|
|
2023
Q1 | $2.93M | Sell |
11,982
-628
| -5% | -$153K | 1.03% | 14 |
|
|
2022
Q4 | $2.7M | Buy |
12,610
+3,122
| +33% | +$669K | 0.88% | 15 |
|
|
2022
Q3 | $2M | Buy |
9,488
+4,276
| +82% | +$900K | 0.78% | 17 |
|
|
2022
Q2 | $1.14M | Sell |
5,212
-7,477
| -59% | -$1.64M | 0.42% | 18 |
|
|
2022
Q1 | $3.52M | Buy |
12,689
+10,047
| +380% | +$2.79M | 1.12% | 11 |
|
|
2021
Q4 | $807K | Sell |
2,642
-355
| -12% | -$108K | 0.27% | 23 |
|
|
2021
Q3 | $821K | Hold |
2,997
| – | – | 0.3% | 22 |
|
|
2021
Q2 | $814K | Buy |
2,997
+6
| +0.2% | +$1.63K | 0.33% | 20 |
|
|
2021
Q1 | $727K | Sell |
2,991
-356
| -11% | -$86.5K | 0.32% | 20 |
|
|
2020
Q4 | $807K | Buy |
3,347
+3
| +0.1% | +$723 | 0.44% | 16 |
|
|
2020
Q3 | $725K | Sell |
3,344
-356
| -10% | -$77.2K | 0.5% | 13 |
|
|
2020
Q2 | $710K | Buy |
3,700
+12
| +0.3% | +$2.3K | 0.49% | 11 |
|
|
2020
Q1 | $556K | Sell |
3,688
-113,317
| -97% | -$17.1M | 0.37% | 10 |
|
|
2019
Q4 | $20.6M | Sell |
117,005
-103
| -0.1% | -$18.1K | 1.34% | 15 |
|
|
2019
Q3 | $18.7M | Buy |
117,108
+2,400
| +2% | +$383K | 1.39% | 15 |
|
|
2019
Q2 | $18M | Sell |
114,708
-2,997
| -3% | -$472K | 1.42% | 15 |
|
|
2019
Q1 | $17.8M | Sell |
117,705
-2,922
| -2% | -$442K | 1.47% | 14 |
|
|
2018
Q4 | $15.8M | Buy |
120,627
+37,174
| +45% | +$4.87M | 1.47% | 13 |
|
|
2018
Q3 | $13M | Sell |
83,453
-1,717
| -2% | -$268K | 1.26% | 15 |
|
|
2018
Q2 | $12.2M | Buy |
85,170
+1,638
| +2% | +$236K | 1.27% | 15 |
|
|
2018
Q1 | $11.4M | Sell |
83,532
-1,791
| -2% | -$244K | 1.28% | 15 |
|
|
2017
Q4 | $11.5M | Buy |
85,323
+241
| +0.3% | +$32.5K | 1.24% | 16 |
|
|
2017
Q3 | $10.6M | Buy |
85,082
+881
| +1% | +$110K | 1.21% | 15 |
|
|
2017
Q2 | $10M | Buy |
84,201
+1,212
| +1% | +$144K | 1.17% | 16 |
|
|
2017
Q1 | $9.44M | Sell |
82,989
-10,175
| -11% | -$1.16M | 1.16% | 15 |
|
|
2016
Q4 | $9.77M | Buy |
93,164
+60,236
| +183% | +$6.32M | 1.31% | 14 |
|
|
2016
Q3 | $3.43M | Buy |
32,928
+212
| +0.6% | +$22.1K | 0.57% | 23 |
|
|
2016
Q2 | $3.28M | Buy |
32,716
+148
| +0.5% | +$14.9K | 0.56% | 22 |
|
|
2016
Q1 | $3.25M | Sell |
32,568
-1,184
| -4% | -$118K | 0.58% | 21 |
|
|
2015
Q4 | $3.36M | Buy |
33,752
+839
| +3% | +$83.5K | 0.6% | 23 |
|
|
2015
Q3 | $3.06M | Sell |
32,913
-6,700
| -17% | -$623K | 0.63% | 19 |
|
|
2015
Q2 | $3.92M | Buy |
39,613
+102
| +0.3% | +$10.1K | 0.76% | 18 |
|
|
2015
Q1 | $3.91M | Buy |
39,511
+118
| +0.3% | +$11.7K | 0.8% | 16 |
|
|
2014
Q4 | $3.77M | Buy |
39,393
+1,135
| +3% | +$109K | 0.8% | 15 |
|
|
2014
Q3 | $3.51M | Buy |
38,258
+115
| +0.3% | +$10.5K | 0.82% | 16 |
|
|
2014
Q2 | $3.47M | Buy |
38,143
+100
| +0.3% | +$9.09K | 0.79% | 17 |
|
|
2014
Q1 | $3.29M | Sell |
38,043
-2,098
| -5% | -$182K | 0.8% | 16 |
|
|
2013
Q4 | $3.45M | Buy |
40,141
+6,874
| +21% | +$591K | 0.86% | 14 |
|
|
2013
Q3 | $2.6M | Sell |
33,267
-873
| -3% | -$68.3K | 0.71% | 16 |
|
|
2013
Q2 | $2.48M | Buy |
+34,140
| New | +$2.48M | 0.69% | 19 |
|