WPA
West Paces Advisors’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 | $965K | Buy |
2,274
+20
| +0.9% | +$8.49K | 0.21% | 59 |
|
2025
Q1 | $814K | Buy |
2,254
+182
| +9% | +$65.7K | 0.19% | 65 |
|
2024
Q4 | $832K | Buy |
2,072
+117
| +6% | +$47K | 0.2% | 58 |
|
2024
Q3 | $734K | Sell |
1,955
-100
| -5% | -$37.5K | 0.18% | 63 |
|
2024
Q2 | $749K | Sell |
2,055
-2
| -0.1% | -$729 | 0.2% | 62 |
|
2024
Q1 | $693K | Buy |
2,057
+47
| +2% | +$15.8K | 0.18% | 64 |
|
2023
Q4 | $609K | Sell |
2,010
-90
| -4% | -$27.3K | 0.17% | 64 |
|
2023
Q3 | $559K | Sell |
2,100
-312
| -13% | -$83K | 0.17% | 65 |
|
2023
Q2 | $664K | Sell |
2,412
-318
| -12% | -$87.5K | 0.2% | 64 |
|
2023
Q1 | $667K | Sell |
2,730
-297
| -10% | -$72.6K | 0.21% | 66 |
|
2022
Q4 | $649K | Sell |
3,027
-2,074
| -41% | -$444K | 0.21% | 67 |
|
2022
Q3 | $1.07M | Sell |
5,101
-330
| -6% | -$69.4K | 0.38% | 41 |
|
2022
Q2 | $1.19M | Sell |
5,431
-1,193
| -18% | -$261K | 0.4% | 38 |
|
2022
Q1 | $1.84M | Sell |
6,624
-513
| -7% | -$142K | 0.57% | 23 |
|
2021
Q4 | $2.18M | Buy |
7,137
+1,223
| +21% | +$374K | 0.68% | 23 |
|
2021
Q3 | $1.62M | Buy |
5,914
+449
| +8% | +$123K | 0.57% | 24 |
|
2021
Q2 | $1.48M | Buy |
5,465
+207
| +4% | +$56.2K | 0.55% | 28 |
|
2021
Q1 | $1.28M | Sell |
5,258
-169
| -3% | -$41.1K | 0.51% | 29 |
|
2020
Q4 | $1.31M | Sell |
5,427
-250
| -4% | -$60.3K | 0.58% | 26 |
|
2020
Q3 | $1.23M | Sell |
5,677
-38
| -0.7% | -$8.24K | 0.63% | 25 |
|
2020
Q2 | $1.1M | Sell |
5,715
-267
| -4% | -$51.3K | 0.59% | 30 |
|
2020
Q1 | $901K | Buy |
5,982
+705
| +13% | +$106K | 0.57% | 35 |
|
2019
Q4 | $928K | Sell |
5,277
-514
| -9% | -$90.4K | 0.51% | 43 |
|
2019
Q3 | $924K | Buy |
5,791
+733
| +14% | +$117K | 0.55% | 41 |
|
2019
Q2 | $796K | Sell |
5,058
-172
| -3% | -$27.1K | 0.5% | 44 |
|
2019
Q1 | $792K | Sell |
5,230
-251
| -5% | -$38K | 0.55% | 42 |
|
2018
Q4 | $718K | Hold |
5,481
| – | – | 0.55% | 45 |
|
2018
Q3 | $855K | Hold |
5,481
| – | – | 0.62% | 36 |
|
2018
Q2 | $788K | Hold |
5,481
| – | – | 0.59% | 38 |
|
2018
Q1 | $746K | Sell |
5,481
-534
| -9% | -$72.7K | 0.56% | 42 |
|
2017
Q4 | $810K | Sell |
6,015
-875
| -13% | -$118K | 0.6% | 40 |
|
2017
Q3 | $862K | Hold |
6,890
| – | – | 0.65% | 34 |
|
2017
Q2 | $820K | Sell |
6,890
-5,085
| -42% | -$605K | 0.65% | 34 |
|
2017
Q1 | $1.36M | Sell |
11,975
-288
| -2% | -$32.8K | 1.09% | 15 |
|
2016
Q4 | $1.29M | Buy |
+12,263
| New | +$1.29M | 1.2% | 14 |
|