SPWG
Sage Private Wealth 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 | $691K | Buy |
1,626
+505
| +45% | +$214K | 0.44% | 25 |
|
|
2025
Q1 | $405K | Sell |
1,121
-81
| -7% | -$29.3K | 0.31% | 50 |
|
|
2024
Q4 | $483K | Buy |
1,202
+186
| +18% | +$74.7K | 0.36% | 37 |
|
|
2024
Q3 | $381K | Buy |
1,016
+163
| +19% | +$61.2K | 0.3% | 54 |
|
|
2024
Q2 | $311K | Buy |
+853
| New | +$311K | 0.26% | 65 |
|
|
2022
Q4 | – | Sell |
-182
| Closed | -$38K | – | 120 |
|
|
2022
Q3 | $38K | Hold |
182
| – | – | 0.05% | 90 |
|
|
2022
Q2 | $40K | Hold |
182
| – | – | 0.06% | 89 |
|
|
2022
Q1 | $51K | Hold |
182
| – | – | 0.05% | 86 |
|
|
2021
Q4 | $55K | Hold |
182
| – | – | 0.07% | 81 |
|
|
2021
Q3 | $50K | Hold |
182
| – | – | 0.07% | 81 |
|
|
2021
Q2 | $49K | Hold |
182
| – | – | 0.07% | 81 |
|
|
2021
Q1 | $44K | Hold |
182
| – | – | 0.08% | 85 |
|
|
2020
Q4 | $44K | Buy |
+182
| New | +$44K | 0.12% | 73 |
|