PWMG
Prestige Wealth Management Group’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 | $360K | Hold |
847
| – | – | 0.07% | 128 |
|
|
2025
Q1 | $306K | Sell |
847
-266
| -24% | -$96.1K | 0.07% | 134 |
|
|
2024
Q4 | $447K | Hold |
1,113
| – | – | 0.09% | 105 |
|
|
2024
Q3 | $418K | Sell |
1,113
-7
| -0.6% | -$2.63K | 0.09% | 111 |
|
|
2024
Q2 | $408K | Hold |
1,120
| – | – | 0.09% | 99 |
|
|
2024
Q1 | $377K | Sell |
1,120
-389
| -26% | -$131K | 0.08% | 109 |
|
|
2023
Q4 | $457K | Sell |
1,509
-9
| -0.6% | -$2.73K | 0.1% | 90 |
|
|
2023
Q3 | $405K | Sell |
1,518
-22
| -1% | -$5.86K | 0.1% | 93 |
|
|
2023
Q2 | $424K | Hold |
1,540
| – | – | 0.1% | 98 |
|
|
2023
Q1 | $376K | Sell |
1,540
-300
| -16% | -$73.3K | 0.09% | 101 |
|
|
2022
Q4 | $394K | Sell |
1,840
-112
| -6% | -$24K | 0.1% | 91 |
|
|
2022
Q3 | $411K | Sell |
1,952
-290
| -13% | -$61.1K | 0.12% | 83 |
|
|
2022
Q2 | $490K | Sell |
2,242
-153
| -6% | -$33.4K | 0.13% | 74 |
|
|
2022
Q1 | $665K | Sell |
2,395
-65
| -3% | -$18K | 0.16% | 65 |
|
|
2021
Q4 | $752K | Sell |
2,460
-15
| -0.6% | -$4.59K | 0.18% | 60 |
|
|
2021
Q3 | $678K | Buy |
2,475
+25
| +1% | +$6.85K | 0.17% | 60 |
|
|
2021
Q2 | $665K | Sell |
2,450
-15
| -0.6% | -$4.07K | 0.18% | 57 |
|
|
2021
Q1 | $599K | Sell |
2,465
-143
| -5% | -$34.7K | 0.16% | 58 |
|
|
2020
Q4 | $629K | Sell |
2,608
-266
| -9% | -$64.2K | 0.17% | 63 |
|
|
2020
Q3 | $623K | Sell |
2,874
-79
| -3% | -$17.1K | 0.19% | 61 |
|
|
2020
Q2 | $567K | Sell |
2,953
-1,018
| -26% | -$195K | 0.2% | 53 |
|
|
2020
Q1 | $598K | Sell |
3,971
-2,120
| -35% | -$319K | 0.25% | 43 |
|
|
2019
Q4 | $1.07M | Sell |
6,091
-123
| -2% | -$21.6K | 0.59% | 30 |
|
|
2019
Q3 | $992K | Sell |
6,214
-40
| -0.6% | -$6.39K | 0.58% | 30 |
|
|
2019
Q2 | $984K | Sell |
6,254
-544
| -8% | -$85.6K | 0.6% | 26 |
|
|
2019
Q1 | $1.03M | Sell |
6,798
-99
| -1% | -$15K | 0.63% | 25 |
|
|
2018
Q4 | $903K | Buy |
+6,897
| New | +$903K | 0.66% | 30 |
|