QPWM
Quadrant Private 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 | $2.3M | Sell |
5,428
-500
| -8% | -$212K | 0.48% | 63 |
|
|
2025
Q1 | $2.14M | Sell |
5,928
-727
| -11% | -$263K | 0.53% | 62 |
|
|
2024
Q4 | $2.67M | Hold |
6,655
| – | – | 0.66% | 43 |
|
|
2024
Q3 | $2.5M | Sell |
6,655
-677
| -9% | -$254K | 0.62% | 48 |
|
|
2024
Q2 | $2.67M | Sell |
7,332
-573
| -7% | -$209K | 0.61% | 46 |
|
|
2024
Q1 | $2.66M | Sell |
7,905
-116
| -1% | -$39.1K | 0.67% | 39 |
|
|
2023
Q4 | $2.43M | Buy |
8,021
+1,744
| +28% | +$529K | 0.67% | 41 |
|
|
2023
Q3 | $1.67M | Sell |
6,277
-987
| -14% | -$263K | 0.56% | 48 |
|
|
2023
Q2 | $2M | Sell |
7,264
-1,399
| -16% | -$385K | 0.58% | 51 |
|
|
2023
Q1 | $2.12M | Sell |
8,663
-1,514
| -15% | -$370K | 0.66% | 42 |
|
|
2022
Q4 | $2.18M | Buy |
+10,177
| New | +$2.18M | 0.73% | 42 |
|
|
2022
Q2 | $2.31M | Buy |
10,557
+841
| +9% | +$184K | 0.95% | 30 |
|
|
2022
Q1 | $2.7M | Buy |
9,716
+402
| +4% | +$112K | 1.01% | 27 |
|
|
2021
Q4 | $2.85M | Buy |
9,314
+3,157
| +51% | +$965K | 1.06% | 26 |
|
|
2021
Q3 | $1.69M | Buy |
6,157
+2,660
| +76% | +$729K | 0.7% | 38 |
|
|
2021
Q2 | $949K | Hold |
3,497
| – | – | 0.38% | 66 |
|
|
2021
Q1 | $850K | Sell |
3,497
-66
| -2% | -$16K | 0.37% | 68 |
|
|
2020
Q4 | $859K | Sell |
3,563
-2
| -0.1% | -$482 | 0.38% | 69 |
|
|
2020
Q3 | $773K | Buy |
3,565
+120
| +3% | +$26K | 0.39% | 70 |
|
|
2020
Q2 | $661K | Buy |
3,445
+516
| +18% | +$99K | 0.38% | 66 |
|
|
2020
Q1 | $441K | Buy |
+2,929
| New | +$441K | 0.37% | 71 |
|