PBMares Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Hold |
2,342
| – | – | 0.18% | 68 |
|
|
2025
Q1 | $846K | Hold |
2,342
| – | – | 0.17% | 76 |
|
|
2024
Q4 | $941K | Hold |
2,342
| – | – | 0.19% | 74 |
|
|
2024
Q3 | $879K | Buy |
2,342
+186
| +9% | +$69.8K | 0.18% | 74 |
|
|
2024
Q2 | $786K | Hold |
2,156
| – | – | 0.19% | 82 |
|
|
2024
Q1 | $727K | Hold |
2,156
| – | – | 0.19% | 84 |
|
|
2023
Q4 | $654K | Hold |
2,156
| – | – | 0.2% | 81 |
|
|
2023
Q3 | $573K | Buy |
2,156
+10
| +0.5% | +$2.66K | 0.21% | 84 |
|
|
2023
Q2 | $591K | Hold |
2,146
| – | – | 0.21% | 85 |
|
|
2023
Q1 | $524K | Hold |
2,146
| – | – | 0.19% | 93 |
|
|
2022
Q4 | $460K | Hold |
2,146
| – | – | 0.19% | 92 |
|
|
2022
Q3 | $451K | Hold |
2,146
| – | – | 0.2% | 94 |
|
|
2022
Q2 | $469K | Hold |
2,146
| – | – | 0.2% | 95 |
|
|
2022
Q1 | $596K | Sell |
2,146
-62
| -3% | -$17.2K | 0.37% | 75 |
|
|
2021
Q4 | $675K | Buy |
2,208
+772
| +54% | +$236K | 0.29% | 73 |
|
|
2021
Q3 | $394K | Buy |
1,436
+40
| +3% | +$11K | 0.19% | 101 |
|
|
2021
Q2 | $379K | Hold |
1,396
| – | – | 0.21% | 102 |
|
|
2021
Q1 | $339K | Sell |
1,396
-4
| -0.3% | -$971 | 0.28% | 100 |
|
|
2020
Q4 | $338K | Buy |
+1,400
| New | +$338K | 0.39% | 84 |
|