PWM
Prosperity Wealth Management’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 | $1.04M | Buy |
2,460
+48
| +2% | +$20.4K | 0.39% | 56 |
|
2025
Q1 | $871K | Hold |
2,412
| – | – | 0.41% | 51 |
|
2024
Q4 | $969K | Hold |
2,412
| – | – | 0.4% | 43 |
|
2024
Q3 | $905K | Buy |
2,412
+354
| +17% | +$133K | 0.36% | 46 |
|
2024
Q2 | $750K | Buy |
2,058
+900
| +78% | +$328K | 0.37% | 53 |
|
2024
Q1 | $390K | Buy |
+1,158
| New | +$390K | 0.18% | 92 |
|