UWM
USAdvisors 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 | $242K | Sell |
571
-4,486
| -89% | -$1.9M | 0.09% | 113 |
|
|
2025
Q1 | $1.83M | Sell |
5,057
-59
| -1% | -$21.3K | 0.64% | 40 |
|
|
2024
Q4 | $2.05M | Sell |
5,116
-43
| -0.8% | -$17.3K | 0.67% | 40 |
|
|
2024
Q3 | $1.93M | Sell |
5,159
-156
| -3% | -$58.3K | 0.67% | 43 |
|
|
2024
Q2 | $1.94M | Sell |
5,315
-5,079
| -49% | -$1.85M | 0.68% | 42 |
|
|
2024
Q1 | $3.51M | Sell |
10,394
-319
| -3% | -$108K | 1.33% | 25 |
|
|
2023
Q4 | $3.25M | Buy |
10,713
+142
| +1% | +$43.1K | 1.35% | 26 |
|
|
2023
Q3 | $2.81M | Buy |
10,571
+251
| +2% | +$66.7K | 1.25% | 27 |
|
|
2023
Q2 | $2.84M | Buy |
10,320
+4,425
| +75% | +$1.22M | 1.34% | 25 |
|
|
2023
Q1 | $1.44M | Buy |
5,895
+111
| +2% | +$27.1K | 0.69% | 38 |
|
|
2022
Q4 | $1.24M | Sell |
5,784
-440
| -7% | -$94.3K | 0.6% | 44 |
|
|
2022
Q3 | $1.31M | Sell |
6,224
-97
| -2% | -$20.4K | 0.67% | 38 |
|
|
2022
Q2 | $1.38M | Buy |
6,321
+1,649
| +35% | +$361K | 0.69% | 37 |
|
|
2022
Q1 | $1.3M | Buy |
4,672
+397
| +9% | +$110K | 0.55% | 43 |
|
|
2021
Q4 | $1.31M | Sell |
4,275
-932
| -18% | -$285K | 0.53% | 41 |
|
|
2021
Q3 | $1.43M | Buy |
5,207
+38
| +0.7% | +$10.4K | 0.62% | 36 |
|
|
2021
Q2 | $1.4M | Sell |
5,169
-49
| -0.9% | -$13.3K | 0.76% | 30 |
|
|
2021
Q1 | $1.27M | Buy |
5,218
+2,988
| +134% | +$726K | 0.61% | 36 |
|
|
2020
Q4 | $538K | Buy |
2,230
+1,060
| +91% | +$256K | 0.26% | 58 |
|
|
2020
Q3 | $253 | Sell |
1,170
-91
| -7% | -$20 | 0.04% | 63 |
|
|
2020
Q2 | $242K | Buy |
+1,261
| New | +$242K | 0.13% | 65 |
|
|
2020
Q1 | – | Sell |
-1,347
| Closed | -$237K | – | 82 |
|
|
2019
Q4 | $237K | Sell |
1,347
-170
| -11% | -$29.9K | 0.12% | 76 |
|
|
2019
Q3 | $242K | Sell |
1,517
-129
| -8% | -$20.6K | 0.12% | 53 |
|
|
2019
Q2 | $259 | Sell |
1,646
-164
| -9% | -$26 | 0.11% | 46 |
|
|
2019
Q1 | $267K | Buy |
1,810
+235
| +15% | +$34.7K | 0.19% | 38 |
|
|
2018
Q4 | $206K | Hold |
1,575
| – | – | 0.17% | 41 |
|
|
2018
Q3 | $246K | Hold |
1,575
| – | – | 0.18% | 55 |
|
|
2018
Q2 | $226K | Sell |
1,575
-66
| -4% | -$9.47K | 0.17% | 59 |
|
|
2018
Q1 | $223K | Sell |
1,641
-84
| -5% | -$11.4K | 0.18% | 51 |
|
|
2017
Q4 | $232K | Buy |
+1,725
| New | +$232K | 0.2% | 47 |
|