OWA
Opal 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 | $107K | Buy |
253
+98
| +63% | +$41.6K | 0.03% | 262 |
|
|
2025
Q1 | $56K | Sell |
155
-479
| -76% | -$173K | 0.02% | 347 |
|
|
2024
Q4 | $255K | Buy |
+634
| New | +$255K | 0.08% | 149 |
|
|
2024
Q3 | – | Sell |
-426
| Closed | -$155K | – | 686 |
|
|
2024
Q2 | $155K | Sell |
426
-193
| -31% | -$70.4K | 0.05% | 211 |
|
|
2024
Q1 | $209K | Sell |
619
-840
| -58% | -$283K | 0.07% | 166 |
|
|
2023
Q4 | $442K | Buy |
1,459
+371
| +34% | +$112K | 0.17% | 88 |
|
|
2023
Q3 | $289K | Buy |
+1,088
| New | +$289K | 0.17% | 103 |
|
|
2023
Q1 | – | Sell |
-1,823
| Closed | -$391K | – | 128 |
|
|
2022
Q4 | $391K | Buy |
+1,823
| New | +$391K | 0.22% | 66 |
|