PWM
PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.21M | Buy |
+4,636
| New | +$1.21M | 0.46% | 31 |
|
|
2023
Q2 | – | Sell |
-6,619
| Closed | -$1.63M | – | 95 |
|
|
2023
Q1 | $1.63M | Buy |
+6,619
| New | +$1.63M | 0.64% | 31 |
|
|
2022
Q4 | – | Sell |
-7,231
| Closed | -$1.52M | – | 82 |
|
|
2022
Q3 | $1.52M | Buy |
7,231
+3,658
| +102% | +$769K | 0.72% | 22 |
|
|
2022
Q2 | $782K | Sell |
3,573
-2,600
| -42% | -$569K | 0.46% | 37 |
|
|
2022
Q1 | $1.71M | Buy |
6,173
+2,975
| +93% | +$826K | 0.76% | 29 |
|
|
2021
Q4 | $977K | Buy |
3,198
+175
| +6% | +$53.5K | 0.45% | 36 |
|
|
2021
Q3 | $828K | Sell |
3,023
-23,411
| -89% | -$6.41M | 0.41% | 37 |
|
|
2021
Q2 | $7.18M | Buy |
26,434
+22,268
| +535% | +$6.05M | 2.11% | 6 |
|
|
2021
Q1 | $1.01M | Sell |
4,166
-1,000
| -19% | -$243K | 0.5% | 38 |
|
|
2020
Q4 | $1.25M | Sell |
5,166
-1,600
| -24% | -$386K | 0.7% | 30 |
|
|
2020
Q3 | $1.47M | Sell |
6,766
-1,072
| -14% | -$232K | 1.05% | 22 |
|
|
2020
Q2 | $1.51M | Buy |
7,838
+800
| +11% | +$154K | 1.2% | 17 |
|
|
2020
Q1 | $1.06M | Sell |
7,038
-3,532
| -33% | -$532K | 1.29% | 19 |
|
|
2019
Q4 | $1.86M | Buy |
10,570
+800
| +8% | +$141K | 2.11% | 15 |
|
|
2019
Q3 | $1.56M | Hold |
9,770
| – | – | 1.89% | 16 |
|
|
2019
Q2 | $1.54M | Buy |
9,770
+3,000
| +44% | +$472K | 1.7% | 18 |
|
|
2019
Q1 | $1.03M | Buy |
6,770
+500
| +8% | +$75.7K | 0.95% | 25 |
|
|
2018
Q4 | $821K | Buy |
+6,270
| New | +$821K | 1.02% | 22 |
|