TMWM
Taylor & Morgan 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 | $766K | Hold |
1,804
| – | – | 0.52% | 29 |
|
|
2025
Q1 | $651K | Hold |
1,804
| – | – | 0.49% | 34 |
|
|
2024
Q4 | $724K | Hold |
1,804
| – | – | 0.51% | 28 |
|
|
2024
Q3 | $677K | Buy |
1,804
+10
| +0.6% | +$3.75K | 0.45% | 31 |
|
|
2024
Q2 | $654K | Buy |
1,794
+114
| +7% | +$41.6K | 0.46% | 31 |
|
|
2024
Q1 | $566K | Buy |
1,680
+4
| +0.2% | +$1.35K | 0.42% | 36 |
|
|
2023
Q4 | $508K | Hold |
1,676
| – | – | 0.4% | 38 |
|
|
2023
Q3 | $446K | Hold |
1,676
| – | – | 0.4% | 40 |
|
|
2023
Q2 | $461K | Hold |
1,676
| – | – | 0.38% | 41 |
|
|
2023
Q1 | $409K | Hold |
1,676
| – | – | 0.36% | 47 |
|
|
2022
Q4 | $359K | Hold |
1,676
| – | – | 0.34% | 49 |
|
|
2022
Q3 | $353K | Hold |
1,676
| – | – | 0.35% | 51 |
|
|
2022
Q2 | $367K | Hold |
1,676
| – | – | 0.35% | 52 |
|
|
2022
Q1 | $465K | Hold |
1,676
| – | – | 0.38% | 47 |
|
|
2021
Q4 | $512K | Buy |
+1,676
| New | +$512K | 0.41% | 46 |
|