RWMH
Riverpoint Wealth Management Holdings’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 | $1.46M | Buy |
3,429
+2
| +0.1% | +$849 | 0.34% | 26 |
|
|
2025
Q1 | $1.24M | Buy |
3,427
+2
| +0.1% | +$722 | 0.32% | 26 |
|
|
2024
Q4 | $1.38M | Buy |
3,425
+2
| +0.1% | +$803 | 0.36% | 27 |
|
|
2024
Q3 | $1.29M | Sell |
3,423
-9
| -0.3% | -$3.38K | 0.33% | 27 |
|
|
2024
Q2 | $1.25M | Buy |
3,432
+2
| +0.1% | +$729 | 0.35% | 27 |
|
|
2024
Q1 | $1.16M | Buy |
3,430
+2
| +0.1% | +$674 | 0.32% | 26 |
|
|
2023
Q4 | $1.04M | Buy |
3,428
+7
| +0.2% | +$2.12K | 0.31% | 26 |
|
|
2023
Q3 | $910K | Hold |
3,421
| – | – | 0.3% | 25 |
|
|
2023
Q2 | $941K | Hold |
3,421
| – | – | 0.3% | 24 |
|
|
2023
Q1 | $836K | Hold |
3,421
| – | – | 0.29% | 23 |
|
|
2022
Q4 | $733K | Hold |
3,421
| – | – | 0.27% | 24 |
|
|
2022
Q3 | $720K | Buy |
3,421
+1,665
| +95% | +$350K | 0.31% | 24 |
|
|
2022
Q2 | $384K | Hold |
1,756
| – | – | 0.15% | 34 |
|
|
2022
Q1 | $487K | Hold |
1,756
| – | – | 0.17% | 32 |
|
|
2021
Q4 | $537K | Hold |
1,756
| – | – | 0.18% | 31 |
|
|
2021
Q3 | $481K | Hold |
1,756
| – | – | 0.17% | 39 |
|
|
2021
Q2 | $477K | Hold |
1,756
| – | – | 0.13% | 60 |
|
|
2021
Q1 | $427K | Hold |
1,756
| – | – | 0.13% | 58 |
|
|
2020
Q4 | $423K | Hold |
1,756
| – | – | 0.13% | 61 |
|
|
2020
Q3 | $381K | Hold |
1,756
| – | – | 0.14% | 59 |
|
|
2020
Q2 | $337K | Hold |
1,756
| – | – | 0.13% | 57 |
|
|
2020
Q1 | $264K | Hold |
1,756
| – | – | 0.13% | 59 |
|
|
2019
Q4 | $309K | Hold |
1,756
| – | – | 0.12% | 62 |
|
|
2019
Q3 | $280K | Hold |
1,756
| – | – | 0.12% | 58 |
|
|
2019
Q2 | $276K | Hold |
1,756
| – | – | 0.13% | 57 |
|
|
2019
Q1 | $266K | Sell |
1,756
-271
| -13% | -$41.1K | 0.13% | 56 |
|
|
2018
Q4 | $265K | Buy |
2,027
+271
| +15% | +$35.4K | 0.15% | 56 |
|
|
2018
Q3 | $274K | Hold |
1,756
| – | – | 0.14% | 54 |
|
|
2018
Q2 | $252K | Hold |
1,756
| – | – | 0.14% | 49 |
|
|
2018
Q1 | $239K | Hold |
1,756
| – | – | 0.14% | 46 |
|
|
2017
Q4 | $236K | Hold |
1,756
| – | – | 0.15% | 40 |
|
|
2017
Q3 | $223K | Buy |
1,756
+7
| +0.4% | +$889 | 0.15% | 45 |
|
|
2017
Q2 | $209K | Buy |
+1,749
| New | +$209K | 0.15% | 45 |
|