PSIWM
Paradigm Strategies in Wealth Management’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 | $485K | Hold |
1,143
| – | – | 0.32% | 34 |
|
|
2025
Q1 | $413K | Sell |
1,143
-79
| -6% | -$28.5K | 0.28% | 36 |
|
|
2024
Q4 | $491K | Buy |
1,222
+11
| +0.9% | +$4.42K | 0.32% | 33 |
|
|
2024
Q3 | $455K | Hold |
1,211
| – | – | 0.28% | 34 |
|
|
2024
Q2 | $441K | Hold |
1,211
| – | – | 0.27% | 29 |
|
|
2024
Q1 | $408K | Hold |
1,211
| – | – | 0.25% | 32 |
|
|
2023
Q4 | $367K | Hold |
1,211
| – | – | 0.24% | 32 |
|
|
2023
Q3 | $322K | Hold |
1,211
| – | – | 0.21% | 36 |
|
|
2023
Q2 | $333K | Hold |
1,211
| – | – | 0.23% | 32 |
|
|
2023
Q1 | $296K | Hold |
1,211
| – | – | 0.23% | 34 |
|
|
2022
Q4 | $259K | Hold |
1,211
| – | – | 0.23% | 34 |
|
|
2022
Q3 | $255K | Hold |
1,211
| – | – | 0.23% | 33 |
|
|
2022
Q2 | $265K | Hold |
1,211
| – | – | 0.29% | 33 |
|
|
2022
Q1 | $336K | Hold |
1,211
| – | – | 0.35% | 30 |
|
|
2021
Q4 | $370K | Sell |
1,211
-172
| -12% | -$52.6K | 0.37% | 27 |
|
|
2021
Q3 | $379K | Hold |
1,383
| – | – | 0.36% | 30 |
|
|
2021
Q2 | $375K | Hold |
1,383
| – | – | 0.34% | 31 |
|
|
2021
Q1 | $336K | Buy |
+1,383
| New | +$336K | 0.32% | 31 |
|