PWM
Partnership 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 | $7.67M | Buy |
18,058
+922
| +5% | +$391K | 6.21% | 5 |
|
|
2025
Q1 | $6.19M | Buy |
17,136
+7
| +0% | +$2.53K | 5.25% | 7 |
|
|
2024
Q4 | $6.88M | Sell |
17,129
-721
| -4% | -$290K | 5.73% | 5 |
|
|
2024
Q3 | $6.7M | Sell |
17,850
-14,564
| -45% | -$5.47M | 4.73% | 5 |
|
|
2024
Q2 | $11.8M | Buy |
32,414
+17,318
| +115% | +$6.31M | 8.72% | 2 |
|
|
2024
Q1 | $5.09M | Buy |
15,096
+67
| +0.4% | +$22.6K | 3.57% | 2 |
|
|
2023
Q4 | $4.67M | Buy |
+15,029
| New | +$4.67M | 3.52% | 3 |
|