Patriot Financial Group Insurance Agency’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $377K | Sell |
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|
2025
Q2 | $344K | Sell |
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|
2025
Q1 | $318K | Buy |
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|
2024
Q4 | $278K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $968K | Sell |
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|
2022
Q4 | $862K | Sell |
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|
2022
Q3 | $887K | Sell |
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|
2022
Q2 | $948K | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $1M | Buy |
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|
2020
Q2 | $885K | Buy |
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|
2020
Q1 | $616K | Buy |
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|
2019
Q4 | $630K | Buy |
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|
2019
Q3 | $571K | Buy |
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|
2019
Q2 | $539K | Buy |
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|
2019
Q1 | $493K | Buy |
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|
2018
Q4 | $416K | Sell |
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|
2018
Q3 | $527K | Sell |
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|
2018
Q2 | $827K | Sell |
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|
2018
Q1 | $929K | Sell |
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|
2017
Q4 | $1.53M | Buy |
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|
2017
Q3 | $22K | Buy |
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|
2017
Q2 | $15K | Buy |
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|
2017
Q1 | $9K | Sell |
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|
2016
Q4 | $11K | Buy |
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