SMA
Sage Mountain 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 | $5.37M | Buy |
12,651
+1,163
| +10% | +$494K | 0.35% | 41 |
|
|
2025
Q1 | $4.15M | Buy |
11,488
+1,264
| +12% | +$456K | 0.31% | 45 |
|
|
2024
Q4 | $4.11M | Sell |
10,224
-7
| -0.1% | -$2.81K | 0.3% | 47 |
|
|
2024
Q3 | $3.84M | Sell |
10,231
-33
| -0.3% | -$12.4K | 0.33% | 41 |
|
|
2024
Q2 | $3.74M | Buy |
10,264
+287
| +3% | +$105K | 0.35% | 40 |
|
|
2024
Q1 | $3.36M | Hold |
9,977
| – | – | 0.35% | 38 |
|
|
2023
Q4 | $3.02M | Sell |
9,977
-100
| -1% | -$30.3K | 0.35% | 42 |
|
|
2023
Q3 | $2.68M | Hold |
10,077
| – | – | 0.37% | 38 |
|
|
2023
Q2 | $2.77M | Sell |
10,077
-384
| -4% | -$106K | 0.4% | 38 |
|
|
2023
Q1 | $2.56M | Sell |
10,461
-92
| -0.9% | -$22.5K | 0.41% | 35 |
|
|
2022
Q4 | $2.26M | Buy |
10,553
+814
| +8% | +$174K | 0.51% | 26 |
|
|
2022
Q3 | $2.05M | Hold |
9,739
| – | – | 0.55% | 24 |
|
|
2022
Q2 | $2.13M | Sell |
9,739
-10
| -0.1% | -$2.19K | 0.38% | 32 |
|
|
2022
Q1 | $2.71M | Sell |
9,749
-672
| -6% | -$187K | 0.42% | 28 |
|
|
2021
Q4 | $3.19M | Sell |
10,421
-449
| -4% | -$137K | 0.38% | 32 |
|
|
2021
Q3 | $2.98M | Hold |
10,870
| – | – | 0.43% | 31 |
|
|
2021
Q2 | $2.95M | Buy |
10,870
+1,767
| +19% | +$480K | 0.49% | 29 |
|
|
2021
Q1 | $2.21M | Buy |
9,103
+2,878
| +46% | +$699K | 0.47% | 30 |
|
|
2020
Q4 | $1.5M | Buy |
+6,225
| New | +$1.5M | 0.49% | 27 |
|