Sage Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,079
Closed -$433K 138
2024
Q4
$433K Hold
1,079
0.11% 103
2024
Q3
$405K Hold
1,079
0.11% 113
2024
Q2
$393K Hold
1,079
0.11% 106
2024
Q1
$364K Sell
1,079
-1,000
-48% -$337K 0.11% 106
2023
Q4
$630K Hold
2,079
0.2% 77
2023
Q3
$553K Hold
2,079
0.2% 76
2023
Q2
$572K Sell
2,079
-53
-2% -$14.6K 0.2% 74
2023
Q1
$521K Hold
2,132
0.2% 73
2022
Q4
$457K Buy
2,132
+53
+3% +$11.4K 0.2% 77
2022
Q3
$437K Hold
2,079
0.22% 72
2022
Q2
$455K Sell
2,079
-75
-3% -$16.4K 0.22% 70
2022
Q1
$581K Hold
2,154
0.24% 64
2021
Q4
$600K Hold
2,154
0.23% 65
2021
Q3
$590K Hold
2,154
0.25% 66
2021
Q2
$600K Sell
2,154
-75
-3% -$20.9K 0.24% 65
2021
Q1
$542K Sell
2,229
-39
-2% -$9.48K 0.24% 68
2020
Q4
$568K Buy
2,268
+189
+9% +$47.3K 0.28% 63
2020
Q3
$451K Hold
2,079
0.28% 64
2020
Q2
$399K Hold
2,079
0.26% 63
2020
Q1
$313K Hold
2,079
0.26% 65
2019
Q4
$366K Hold
2,079
0.23% 69
2019
Q3
$332K Hold
2,079
0.25% 67
2019
Q2
$337K Hold
2,079
0.23% 68
2019
Q1
$315K Hold
2,079
0.2% 71
2018
Q4
$272K Hold
2,079
0.21% 70
2018
Q3
$324K Hold
2,079
0.2% 66
2018
Q2
$299K Hold
2,079
0.21% 67
2018
Q1
$283K Hold
2,079
0.2% 69
2017
Q4
$280K Hold
2,079
0.18% 70
2017
Q3
$260K Hold
2,079
0.18% 73
2017
Q2
$247K Buy
+2,079
New +$247K 0.18% 72