FSA
Fort Sheridan 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 | $368K | Sell |
867
-213
| -20% | -$90.5K | 0.05% | 190 |
|
|
2025
Q1 | $390K | Sell |
1,080
-149
| -12% | -$53.8K | 0.06% | 178 |
|
|
2024
Q4 | $494K | Buy |
1,229
+73
| +6% | +$29.3K | 0.07% | 157 |
|
|
2024
Q3 | $434K | Buy |
1,156
+22
| +2% | +$8.26K | 0.07% | 170 |
|
|
2024
Q2 | $413K | Buy |
1,134
+32
| +3% | +$11.7K | 0.07% | 170 |
|
|
2024
Q1 | $371K | Buy |
1,102
+236
| +27% | +$79.5K | 0.07% | 157 |
|
|
2023
Q4 | $262K | Buy |
866
+12
| +1% | +$3.64K | 0.05% | 162 |
|
|
2023
Q3 | $227K | Buy |
854
+47
| +6% | +$12.5K | 0.05% | 168 |
|
|
2023
Q2 | $222K | Buy |
+807
| New | +$222K | 0.05% | 179 |
|
|
2022
Q1 | – | Sell |
-684
| Closed | -$209K | – | 195 |
|
|
2021
Q4 | $209K | Buy |
+684
| New | +$209K | 0.06% | 176 |
|