PBMares Wealth Management’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 | $1.1M | Hold |
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|
2025
Q2 | $994K | Hold |
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|
2025
Q1 | $846K | Hold |
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|
2024
Q4 | $941K | Hold |
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|
2024
Q3 | $879K | Buy |
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|
2024
Q2 | $786K | Hold |
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|
2024
Q1 | $727K | Hold |
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|
2023
Q4 | $654K | Hold |
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|
2023
Q3 | $573K | Buy |
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|
2023
Q2 | $591K | Hold |
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|
2023
Q1 | $524K | Hold |
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|
2022
Q4 | $460K | Hold |
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|
2022
Q3 | $451K | Hold |
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|
2022
Q2 | $469K | Hold |
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|
2022
Q1 | $596K | Sell |
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|
2021
Q4 | $675K | Buy |
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|
2021
Q3 | $394K | Buy |
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|
2021
Q2 | $379K | Hold |
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|
2021
Q1 | $339K | Sell |
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|
2020
Q4 | $338K | Buy |
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