PFGIA
Patriot Financial Group Insurance Agency’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 | $344K | Sell |
810
-71
| -8% | -$30.1K | 0.04% | 377 |
|
|
2025
Q1 | $318K | Buy |
881
+189
| +27% | +$68.3K | 0.04% | 375 |
|
|
2024
Q4 | $278K | Buy |
+692
| New | +$278K | 0.04% | 383 |
|
|
2023
Q4 | – | Sell |
-4,022
| Closed | -$1.07M | – | 478 |
|
|
2023
Q3 | $1.07M | Buy |
4,022
+30
| +0.8% | +$7.98K | 0.22% | 115 |
|
|
2023
Q2 | $1.1M | Buy |
3,992
+32
| +0.8% | +$8.81K | 0.21% | 115 |
|
|
2023
Q1 | $968K | Sell |
3,960
-65
| -2% | -$15.9K | 0.2% | 122 |
|
|
2022
Q4 | $862K | Sell |
4,025
-192
| -5% | -$41.1K | 0.12% | 124 |
|
|
2022
Q3 | $887K | Sell |
4,217
-116
| -3% | -$24.4K | 0.22% | 119 |
|
|
2022
Q2 | $948K | Buy |
4,333
+90
| +2% | +$19.7K | 0.19% | 111 |
|
|
2022
Q1 | $1.18M | Buy |
4,243
+90
| +2% | +$25K | 0.21% | 110 |
|
|
2021
Q4 | $1.27M | Sell |
4,153
-31
| -0.7% | -$9.47K | 0.21% | 112 |
|
|
2021
Q3 | $1.15M | Sell |
4,184
-16
| -0.4% | -$4.39K | 0.2% | 115 |
|
|
2021
Q2 | $1.14M | Sell |
4,200
-41
| -1% | -$11.1K | 0.21% | 117 |
|
|
2021
Q1 | $1.03M | Sell |
4,241
-596
| -12% | -$145K | 0.24% | 104 |
|
|
2020
Q4 | $1.17M | Buy |
4,837
+223
| +5% | +$53.8K | 0.29% | 74 |
|
|
2020
Q3 | $1M | Buy |
4,614
+4
| +0.1% | +$868 | 0.33% | 62 |
|
|
2020
Q2 | $885K | Buy |
4,610
+522
| +13% | +$100K | 0.34% | 65 |
|
|
2020
Q1 | $616K | Buy |
4,088
+510
| +14% | +$76.8K | 0.28% | 72 |
|
|
2019
Q4 | $630K | Buy |
3,578
+1
| +0% | +$176 | 0.24% | 86 |
|
|
2019
Q3 | $571K | Buy |
3,577
+208
| +6% | +$33.2K | 0.26% | 73 |
|
|
2019
Q2 | $539K | Buy |
3,369
+107
| +3% | +$17.1K | 0.23% | 73 |
|
|
2019
Q1 | $493K | Buy |
3,262
+85
| +3% | +$12.8K | 0.25% | 64 |
|
|
2018
Q4 | $416K | Sell |
3,177
-200
| -6% | -$26.2K | 0.27% | 59 |
|
|
2018
Q3 | $527K | Sell |
3,377
-2,371
| -41% | -$370K | 0.31% | 49 |
|
|
2018
Q2 | $827K | Sell |
5,748
-1,246
| -18% | -$179K | 0.88% | 21 |
|
|
2018
Q1 | $929K | Sell |
6,994
-4,020
| -36% | -$534K | 0.69% | 27 |
|
|
2017
Q4 | $1.54M | Buy |
11,014
+10,838
| +6,158% | +$1.51M | 1.15% | 14 |
|
|
2017
Q3 | $22K | Buy |
176
+47
| +36% | +$5.88K | 0.02% | 382 |
|
|
2017
Q2 | $15K | Buy |
129
+49
| +61% | +$5.7K | 0.02% | 444 |
|
|
2017
Q1 | $9K | Sell |
80
-20
| -20% | -$2.25K | 0.01% | 505 |
|
|
2016
Q4 | $11K | Buy |
+100
| New | +$11K | 0.02% | 446 |
|