RFWA
RPg Family Wealth Advisory’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 | – | Sell |
-4,949
| Closed | -$1.79M | – | 104 |
|
|
2025
Q1 | $1.79M | Buy |
+4,949
| New | +$1.79M | 0.51% | 61 |
|
|
2024
Q3 | – | Sell |
-11,181
| Closed | -$4.08M | – | 94 |
|
|
2024
Q2 | $4.08M | Sell |
11,181
-6,081
| -35% | -$2.22M | 1.34% | 28 |
|
|
2024
Q1 | $5.82M | Buy |
17,262
+700
| +4% | +$236K | 1.84% | 23 |
|
|
2023
Q4 | $5.02M | Buy |
16,562
+1,105
| +7% | +$335K | 1.85% | 21 |
|
|
2023
Q3 | $4.12M | Buy |
15,457
+11,221
| +265% | +$2.99M | 1.69% | 26 |
|
|
2023
Q2 | $1.17M | Buy |
+4,236
| New | +$1.17M | 0.47% | 67 |
|
|
2020
Q3 | – | Sell |
-4,149
| Closed | -$797K | – | 286 |
|
|
2020
Q2 | $797K | Sell |
4,149
-5,552
| -57% | -$1.07M | 0.49% | 59 |
|
|
2020
Q1 | $1.46M | Buy |
9,701
+4,188
| +76% | +$631K | 1.14% | 32 |
|
|
2019
Q4 | $970K | Sell |
5,513
-917
| -14% | -$161K | 0.56% | 47 |
|
|
2019
Q3 | $1.03M | Buy |
6,430
+537
| +9% | +$85.7K | 0.62% | 42 |
|
|
2019
Q2 | $927K | Sell |
5,893
-2,440
| -29% | -$384K | 0.55% | 47 |
|
|
2019
Q1 | $1.26M | Buy |
8,333
+6,065
| +267% | +$918K | 0.75% | 42 |
|
|
2018
Q4 | $297K | Buy |
+2,268
| New | +$297K | 0.29% | 46 |
|
|
2018
Q2 | – | Sell |
-2,268
| Closed | -$309K | – | 266 |
|
|
2018
Q1 | $309K | Buy |
+2,268
| New | +$309K | 0.25% | 43 |
|
|
2017
Q3 | – | Sell |
-2,909
| Closed | -$346K | – | 300 |
|
|
2017
Q2 | $346K | Buy |
2,909
+2,027
| +230% | +$241K | 0.3% | 37 |
|
|
2017
Q1 | $100K | Buy |
+882
| New | +$100K | 0.08% | 75 |
|
|
2016
Q3 | – | Sell |
-2,539
| Closed | -$255K | – | 259 |
|
|
2016
Q2 | $255K | Buy |
2,539
+294
| +13% | +$29.5K | 0.11% | 56 |
|
|
2016
Q1 | $224K | Buy |
+2,245
| New | +$224K | 0.17% | 57 |
|