PFWA
Paces Ferry 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 | $4.6M | Buy |
10,830
+4
| +0% | +$1.7K | 2.11% | 12 |
|
|
2025
Q1 | $3.91M | Sell |
10,826
-28
| -0.3% | -$10.1K | 1.95% | 13 |
|
|
2024
Q4 | $4.36M | Buy |
10,854
+68
| +0.6% | +$27.3K | 2.12% | 13 |
|
|
2024
Q3 | $4.05M | Sell |
10,786
-174
| -2% | -$65.3K | 2.33% | 10 |
|
|
2024
Q2 | $3.99M | Sell |
10,960
-611
| -5% | -$223K | 2.41% | 10 |
|
|
2024
Q1 | $3.9M | Buy |
11,571
+10
| +0.1% | +$3.37K | 2.5% | 10 |
|
|
2023
Q4 | $3.5M | Sell |
11,561
-119
| -1% | -$36.1K | 2.44% | 11 |
|
|
2023
Q3 | $3.11M | Sell |
11,680
-261
| -2% | -$69.4K | 2.46% | 12 |
|
|
2023
Q2 | $3.29M | Sell |
11,941
-192
| -2% | -$52.8K | 2.47% | 11 |
|
|
2023
Q1 | $2.96M | Sell |
12,133
-288
| -2% | -$70.4K | 2.39% | 10 |
|
|
2022
Q4 | $2.66M | Buy |
12,421
+3,529
| +40% | +$756K | 2.59% | 7 |
|
|
2022
Q3 | $1.87M | Sell |
8,892
-244
| -3% | -$51.3K | 2.04% | 13 |
|
|
2022
Q2 | $2M | Buy |
9,136
+17
| +0.2% | +$3.72K | 1.97% | 14 |
|
|
2022
Q1 | $2.53M | Buy |
9,119
+6
| +0.1% | +$1.67K | 2.01% | 10 |
|
|
2021
Q4 | $2.79M | Sell |
9,113
-134
| -1% | -$41K | 2% | 13 |
|
|
2021
Q3 | $2.53M | Sell |
9,247
-26
| -0.3% | -$7.13K | 2.02% | 12 |
|
|
2021
Q2 | $2.52M | Buy |
9,273
+24
| +0.3% | +$6.51K | 1.92% | 12 |
|
|
2021
Q1 | $2.25M | Sell |
9,249
-272
| -3% | -$66.1K | 1.95% | 12 |
|
|
2020
Q4 | $2.3M | Hold |
9,521
| – | – | 2.1% | 13 |
|
|
2020
Q3 | $2.07M | Buy |
+9,521
| New | +$2.07M | 1.8% | 11 |
|