PMFA
Plante Moran Financial Advisors’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 | $2.33M | Sell |
5,477
-662
| -11% | -$281K | 0.16% | 23 |
|
|
2025
Q1 | $2.22M | Buy |
6,139
+32
| +0.5% | +$11.6K | 0.19% | 22 |
|
|
2024
Q4 | $2.45M | Hold |
6,107
| – | – | 0.2% | 25 |
|
|
2024
Q3 | $2.29M | Sell |
6,107
-7
| -0.1% | -$2.63K | 0.2% | 28 |
|
|
2024
Q2 | $2.23M | Sell |
6,114
-495
| -7% | -$180K | 0.22% | 29 |
|
|
2024
Q1 | $2.23M | Buy |
6,609
+513
| +8% | +$173K | 0.24% | 26 |
|
|
2023
Q4 | $1.85M | Buy |
6,096
+579
| +10% | +$176K | 0.19% | 33 |
|
|
2023
Q3 | $1.47M | Sell |
5,517
-19
| -0.3% | -$5.05K | 0.18% | 33 |
|
|
2023
Q2 | $1.52M | Sell |
5,536
-116
| -2% | -$31.9K | 0.18% | 35 |
|
|
2023
Q1 | $1.38M | Sell |
5,652
-1,418
| -20% | -$346K | 0.19% | 37 |
|
|
2022
Q4 | $1.51M | Sell |
7,070
-961
| -12% | -$206K | 0.22% | 33 |
|
|
2022
Q3 | $1.69M | Sell |
8,031
-688
| -8% | -$145K | 0.29% | 28 |
|
|
2022
Q2 | $1.91M | Buy |
8,719
+743
| +9% | +$163K | 0.32% | 26 |
|
|
2022
Q1 | $2.21M | Sell |
7,976
-4,582
| -36% | -$1.27M | 0.41% | 28 |
|
|
2021
Q4 | $3.84M | Buy |
12,558
+4,444
| +55% | +$1.36M | 0.63% | 16 |
|
|
2021
Q3 | $2.22M | Sell |
8,114
-417
| -5% | -$114K | 0.49% | 20 |
|
|
2021
Q2 | $2.32M | Buy |
8,531
+56
| +0.7% | +$15.2K | 0.56% | 20 |
|
|
2021
Q1 | $2.06M | Sell |
8,475
-1,180
| -12% | -$287K | 0.56% | 22 |
|
|
2020
Q4 | $2.33M | Buy |
9,655
+102
| +1% | +$24.6K | 0.72% | 19 |
|
|
2020
Q3 | $2.07M | Sell |
9,553
-391
| -4% | -$84.8K | 0.73% | 20 |
|
|
2020
Q2 | $1.91M | Buy |
9,944
+89
| +0.9% | +$17.1K | 0.76% | 19 |
|
|
2020
Q1 | $1.49M | Buy |
9,855
+2,572
| +35% | +$388K | 0.68% | 23 |
|
|
2019
Q4 | $1.28M | Sell |
7,283
-6,555
| -47% | -$1.15M | 0.45% | 35 |
|
|
2019
Q3 | $2.21M | Buy |
13,838
+1,021
| +8% | +$163K | 0.64% | 23 |
|
|
2019
Q2 | $2.02M | Sell |
12,817
-330
| -3% | -$51.9K | 0.62% | 22 |
|
|
2019
Q1 | $1.99M | Buy |
13,147
+335
| +3% | +$50.7K | 0.62% | 20 |
|
|
2018
Q4 | $1.68M | Sell |
12,812
-394
| -3% | -$51.6K | 0.58% | 23 |
|
|
2018
Q3 | $2.06M | Sell |
13,206
-226
| -2% | -$35.3K | 0.67% | 21 |
|
|
2018
Q2 | $1.93M | Buy |
13,432
+549
| +4% | +$79K | 0.98% | 16 |
|
|
2018
Q1 | $1.75M | Buy |
12,883
+134
| +1% | +$18.2K | 0.95% | 19 |
|
|
2017
Q4 | $1.72M | Buy |
12,749
+29
| +0.2% | +$3.91K | 0.95% | 16 |
|
|
2017
Q3 | $1.59M | Hold |
12,720
| – | – | 0.95% | 17 |
|
|
2017
Q2 | $1.51M | Buy |
12,720
+97
| +0.8% | +$11.5K | 0.95% | 19 |
|
|
2017
Q1 | $1.44M | Buy |
12,623
+256
| +2% | +$29.1K | 0.87% | 21 |
|
|
2016
Q4 | $1.3M | Buy |
12,367
+377
| +3% | +$39.5K | 0.81% | 24 |
|
|
2016
Q3 | $1.25M | Buy |
11,990
+999
| +9% | +$104K | 0.84% | 25 |
|
|
2016
Q2 | $1.1M | Buy |
10,991
+338
| +3% | +$33.9K | 0.8% | 29 |
|
|
2016
Q1 | $1.06M | Sell |
10,653
-1,467
| -12% | -$146K | 0.82% | 28 |
|
|
2015
Q4 | $1.21M | Sell |
12,120
-10
| -0.1% | -$995 | 0.9% | 22 |
|
|
2015
Q3 | $1.13M | Buy |
12,130
+1,248
| +11% | +$116K | 0.89% | 26 |
|
|
2015
Q2 | $1.08M | Sell |
10,882
-2,723
| -20% | -$269K | 0.77% | 30 |
|
|
2015
Q1 | $1.35M | Buy |
13,605
+2,359
| +21% | +$233K | 0.94% | 20 |
|
|
2014
Q4 | $1.08M | Buy |
11,246
+135
| +1% | +$12.9K | 0.79% | 26 |
|
|
2014
Q3 | $1.02M | Buy |
11,111
+3,672
| +49% | +$336K | 0.89% | 26 |
|
|
2014
Q2 | $676K | Buy |
7,439
+217
| +3% | +$19.7K | 0.61% | 40 |
|
|
2014
Q1 | $625K | Sell |
7,222
-230
| -3% | -$19.9K | 0.68% | 35 |
|
|
2013
Q4 | $640K | Buy |
7,452
+395
| +6% | +$33.9K | 0.36% | 40 |
|
|
2013
Q3 | $552K | Buy |
7,057
+4,354
| +161% | +$341K | 0.34% | 42 |
|
|
2013
Q2 | $197K | Buy |
+2,703
| New | +$197K | 0.15% | 66 |
|