SFG
Sage Financial Group’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 | $12.4M | Sell |
29,307
-39
| -0.1% | -$16.6K | 0.92% | 20 |
|
|
2025
Q1 | $10.6M | Sell |
29,346
-80
| -0.3% | -$28.9K | 0.86% | 19 |
|
|
2024
Q4 | $11.8M | Buy |
29,426
+215
| +0.7% | +$86.3K | 0.95% | 19 |
|
|
2024
Q3 | $11M | Sell |
29,211
-28
| -0.1% | -$10.5K | 0.9% | 19 |
|
|
2024
Q2 | $10.7M | Sell |
29,239
-1,716
| -6% | -$626K | 0.92% | 17 |
|
|
2024
Q1 | $10.4M | Sell |
30,955
-95
| -0.3% | -$32K | 0.94% | 17 |
|
|
2023
Q4 | $9.41M | Sell |
31,050
-258
| -0.8% | -$78.2K | 0.92% | 18 |
|
|
2023
Q3 | $8.33M | Sell |
31,308
-120
| -0.4% | -$31.9K | 0.92% | 17 |
|
|
2023
Q2 | $8.65M | Sell |
31,428
-35
| -0.1% | -$9.63K | 0.91% | 17 |
|
|
2023
Q1 | $7.69M | Sell |
31,463
-165
| -0.5% | -$40.3K | 0.87% | 19 |
|
|
2022
Q4 | $6.78M | Buy |
31,628
+620
| +2% | +$133K | 0.83% | 20 |
|
|
2022
Q3 | $6.52M | Buy |
31,008
+223
| +0.7% | +$46.9K | 0.89% | 19 |
|
|
2022
Q2 | $6.73M | Buy |
30,785
+114
| +0.4% | +$24.9K | 0.89% | 19 |
|
|
2022
Q1 | $8.52M | Buy |
30,671
+302
| +1% | +$83.8K | 0.99% | 17 |
|
|
2021
Q4 | $9.28M | Sell |
30,369
-414
| -1% | -$127K | 0.99% | 18 |
|
|
2021
Q3 | $8.44M | Hold |
30,783
| – | – | 1.04% | 17 |
|
|
2021
Q2 | $8.36M | Sell |
30,783
-250
| -0.8% | -$67.9K | 1.03% | 17 |
|
|
2021
Q1 | $7.54M | Sell |
31,033
-2,424
| -7% | -$589K | 0.99% | 18 |
|
|
2020
Q4 | $8.07M | Sell |
33,457
-1,293
| -4% | -$312K | 1.11% | 17 |
|
|
2020
Q3 | $7.54M | Sell |
34,750
-742
| -2% | -$161K | 1.23% | 17 |
|
|
2020
Q2 | $6.81M | Sell |
35,492
-642
| -2% | -$123K | 1.23% | 16 |
|
|
2020
Q1 | $5.44M | Buy |
36,134
+37
| +0.1% | +$5.57K | 1.03% | 19 |
|
|
2019
Q4 | $6.35M | Hold |
36,097
| – | – | 0.87% | 19 |
|
|
2019
Q3 | $5.76M | Sell |
36,097
-97
| -0.3% | -$15.5K | 0.86% | 20 |
|
|
2019
Q2 | $5.7M | Buy |
36,194
+41
| +0.1% | +$6.45K | 0.84% | 22 |
|
|
2019
Q1 | $5.47M | Sell |
36,153
-317
| -0.9% | -$48K | 0.85% | 22 |
|
|
2018
Q4 | $4.77M | Sell |
36,470
-175
| -0.5% | -$22.9K | 0.8% | 22 |
|
|
2018
Q3 | $5.72M | Sell |
36,645
-393
| -1% | -$61.3K | 1.12% | 14 |
|
|
2018
Q2 | $5.33M | Buy |
37,038
+3
| +0% | +$431 | 1.14% | 14 |
|
|
2018
Q1 | $5.04M | Sell |
37,035
-19
| -0.1% | -$2.59K | 1.11% | 13 |
|
|
2017
Q4 | $4.99M | Buy |
37,054
+3
| +0% | +$404 | 0.97% | 17 |
|
|
2017
Q3 | $4.63M | Sell |
37,051
-536
| -1% | -$67K | 1.02% | 13 |
|
|
2017
Q2 | $4.47M | Sell |
37,587
-73
| -0.2% | -$8.69K | 1.03% | 13 |
|
|
2017
Q1 | $4.29M | Sell |
37,660
-436
| -1% | -$49.6K | 1.05% | 13 |
|
|
2016
Q4 | $4M | Sell |
38,096
-213
| -0.6% | -$22.3K | 1.02% | 14 |
|
|
2016
Q3 | $3.99M | Buy |
38,309
+221
| +0.6% | +$23K | 1.14% | 14 |
|
|
2016
Q2 | $3.82M | Sell |
38,088
-13
| -0% | -$1.31K | 1.21% | 11 |
|
|
2016
Q1 | $3.8M | Sell |
38,101
-327
| -0.9% | -$32.6K | 1.33% | 11 |
|
|
2015
Q4 | $3.82M | Sell |
38,428
-8,039
| -17% | -$800K | 1.25% | 10 |
|
|
2015
Q3 | $4.32M | Buy |
46,467
+6,762
| +17% | +$629K | 1.54% | 9 |
|
|
2015
Q2 | $3.93M | Buy |
39,705
+39
| +0.1% | +$3.86K | 1.84% | 4 |
|
|
2015
Q1 | $3.92M | Buy |
+39,666
| New | +$3.92M | 1.87% | 4 |
|
|
2014
Q4 | – | Sell |
-46,152
| Closed | -$4.23M | – | 45 |
|
|
2014
Q3 | $4.23M | Sell |
46,152
-1,068
| -2% | -$97.9K | 2.09% | 5 |
|
|
2014
Q2 | $4.29M | Buy |
47,220
+2,295
| +5% | +$209K | 2.08% | 6 |
|
|
2014
Q1 | $3.89M | Buy |
44,925
+742
| +2% | +$64.2K | 2.21% | 5 |
|
|
2013
Q4 | $3.8M | Buy |
+44,183
| New | +$3.8M | 1.83% | 7 |
|