HSWM
Hubbell Strickland 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 | $864K | Buy |
2,036
+1
| +0% | +$425 | 0.38% | 32 |
|
2025
Q1 | $735K | Buy |
2,035
+2
| +0.1% | +$722 | 0.35% | 32 |
|
2024
Q4 | $816K | Buy |
2,033
+1
| +0% | +$402 | 0.39% | 29 |
|
2024
Q3 | $763K | Buy |
2,032
+2
| +0.1% | +$751 | 0.36% | 31 |
|
2024
Q2 | $740K | Buy |
2,030
+2
| +0.1% | +$729 | 0.37% | 31 |
|
2024
Q1 | $684K | Buy |
2,028
+1
| +0% | +$337 | 0.35% | 32 |
|
2023
Q4 | $614K | Sell |
2,027
-19
| -0.9% | -$5.76K | 0.34% | 32 |
|
2023
Q3 | $544K | Hold |
2,046
| – | – | 0.33% | 36 |
|
2023
Q2 | $563K | Buy |
2,046
+2
| +0.1% | +$550 | 0.33% | 36 |
|
2023
Q1 | $499K | Sell |
2,044
-256
| -11% | -$62.5K | 0.3% | 38 |
|
2022
Q4 | $493K | Buy |
2,300
+3
| +0.1% | +$643 | 0.3% | 37 |
|
2022
Q3 | $483K | Sell |
2,297
-4
| -0.2% | -$841 | 0.34% | 36 |
|
2022
Q2 | $503K | Buy |
2,301
+2
| +0.1% | +$437 | 0.33% | 37 |
|
2022
Q1 | $638K | Sell |
2,299
-101
| -4% | -$28K | 0.38% | 33 |
|
2021
Q4 | $733K | Buy |
2,400
+2
| +0.1% | +$611 | 0.41% | 34 |
|
2021
Q3 | $657K | Buy |
2,398
+2
| +0.1% | +$548 | 0.4% | 35 |
|
2021
Q2 | $651K | Buy |
2,396
+1
| +0% | +$272 | 0.39% | 34 |
|
2021
Q1 | $582K | Buy |
2,395
+2
| +0.1% | +$486 | 0.37% | 34 |
|
2020
Q4 | $577K | Buy |
2,393
+2
| +0.1% | +$482 | 0.39% | 35 |
|
2020
Q3 | $519K | Buy |
2,391
+3
| +0.1% | +$651 | 0.4% | 37 |
|
2020
Q2 | $458K | Buy |
2,388
+49
| +2% | +$9.4K | 0.39% | 40 |
|
2020
Q1 | $352K | Buy |
2,339
+1,137
| +95% | +$171K | 0.36% | 39 |
|
2019
Q4 | $212K | Buy |
+1,202
| New | +$212K | 0.17% | 57 |
|