WRPWM
Werba Rubin Papier 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 | $390K | Buy |
919
+317
| +53% | +$135K | 0.07% | 132 |
|
|
2025
Q1 | $217K | Hold |
602
| – | – | 0.05% | 173 |
|
|
2024
Q4 | $242K | Hold |
602
| – | – | 0.06% | 154 |
|
|
2024
Q3 | $226K | Hold |
602
| – | – | 0.05% | 163 |
|
|
2024
Q2 | $219K | Sell |
602
-224
| -27% | -$81.7K | 0.06% | 149 |
|
|
2024
Q1 | $278K | Buy |
+826
| New | +$278K | 0.08% | 110 |
|