SWMG
Sanchez Wealth Management 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 | $34.7M | Buy |
81,818
+1,147
| +1% | +$487K | 8.38% | 2 |
|
|
2025
Q1 | $29.1M | Buy |
80,671
+2,445
| +3% | +$883K | 7.91% | 3 |
|
|
2024
Q4 | $31.4M | Buy |
78,226
+6,050
| +8% | +$2.43M | 8.58% | 2 |
|
|
2024
Q3 | $27.1M | Sell |
72,176
-310
| -0.4% | -$116K | 8.26% | 2 |
|
|
2024
Q2 | $26.4M | Sell |
72,486
-192
| -0.3% | -$70K | 8.56% | 1 |
|
|
2024
Q1 | $24.5M | Sell |
72,678
-292
| -0.4% | -$98.4K | 8.3% | 3 |
|
|
2023
Q4 | $22.1M | Sell |
72,970
-16,280
| -18% | -$4.94M | 8.06% | 4 |
|
|
2023
Q3 | $23.7M | Sell |
89,250
-270
| -0.3% | -$71.8K | 9.58% | 3 |
|
|
2023
Q2 | $24.6M | Sell |
89,520
-85
| -0.1% | -$23.4K | 9.97% | 3 |
|
|
2023
Q1 | $21.9M | Sell |
89,605
-562
| -0.6% | -$137K | 9.64% | 3 |
|
|
2022
Q4 | $19.3M | Sell |
90,167
-696
| -0.8% | -$149K | 9.47% | 3 |
|
|
2022
Q3 | $19.1M | Sell |
90,863
-2,618
| -3% | -$551K | 10.43% | 3 |
|
|
2022
Q2 | $20.4M | Sell |
93,481
-317
| -0.3% | -$69.3K | 10.16% | 2 |
|
|
2022
Q1 | $26M | Buy |
93,798
+6
| +0% | +$1.67K | 10.95% | 2 |
|
|
2021
Q4 | $28.7M | Sell |
93,792
-11,872
| -11% | -$3.63M | 12.09% | 2 |
|
|
2021
Q3 | $29M | Buy |
105,664
+1,642
| +2% | +$450K | 13% | 2 |
|
|
2021
Q2 | $28.2M | Sell |
104,022
-17,015
| -14% | -$4.62M | 12.89% | 2 |
|
|
2021
Q1 | $29.4M | Buy |
121,037
+659
| +0.5% | +$160K | 14.97% | 1 |
|
|
2020
Q4 | $29M | Sell |
120,378
-20,539
| -15% | -$4.95M | 15.6% | 1 |
|
|
2020
Q3 | $30.6M | Buy |
140,917
+2,051
| +1% | +$445K | 18.06% | 1 |
|
|
2020
Q2 | $26.7M | Buy |
138,866
+1,885
| +1% | +$362K | 17.77% | 1 |
|
|
2020
Q1 | $20.6M | Sell |
136,981
-37
| -0% | -$5.57K | 18.76% | 1 |
|
|
2019
Q4 | $24.1M | Sell |
137,018
-10,979
| -7% | -$1.93M | 17.46% | 1 |
|
|
2019
Q3 | $23.6M | Buy |
147,997
+6,989
| +5% | +$1.12M | 19.49% | 1 |
|
|
2019
Q2 | $22.2M | Buy |
141,008
+2,043
| +1% | +$321K | 19.12% | 1 |
|
|
2019
Q1 | $21M | Buy |
138,965
+1,915
| +1% | +$290K | 18.77% | 1 |
|
|
2018
Q4 | $17.9M | Sell |
137,050
-7,240
| -5% | -$948K | 19.8% | 1 |
|
|
2018
Q3 | $22.6M | Sell |
144,290
-301
| -0.2% | -$47.1K | 23.12% | 1 |
|
|
2018
Q2 | $20.8M | Buy |
144,591
+2,106
| +1% | +$303K | 19.68% | 2 |
|
|
2018
Q1 | $18.9M | Buy |
142,485
+1,527
| +1% | +$203K | 19.11% | 2 |
|
|
2017
Q4 | $19.6M | Buy |
+140,958
| New | +$19.6M | 20.27% | 2 |
|