SFP
Sandbox Financial Partners’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 | $457K | Buy |
1,075
+1
| +0.1% | +$425 | 0.14% | 71 |
|
|
2025
Q1 | $388K | Sell |
1,074
-65
| -6% | -$23.5K | 0.14% | 76 |
|
|
2024
Q4 | $457K | Buy |
1,139
+1
| +0.1% | +$402 | 0.15% | 69 |
|
|
2024
Q3 | $427K | Buy |
1,138
+51
| +5% | +$19.1K | 0.15% | 68 |
|
|
2024
Q2 | $396K | Buy |
1,087
+1
| +0.1% | +$365 | 0.15% | 70 |
|
|
2024
Q1 | $366K | Buy |
1,086
+1
| +0.1% | +$337 | 0.15% | 71 |
|
|
2023
Q4 | $329K | Sell |
1,085
-290
| -21% | -$87.9K | 0.15% | 66 |
|
|
2023
Q3 | $366K | Buy |
1,375
+26
| +2% | +$6.92K | 0.19% | 65 |
|
|
2023
Q2 | $371K | Buy |
1,349
+4
| +0.3% | +$1.1K | 0.19% | 64 |
|
|
2023
Q1 | $329K | Sell |
1,345
-59
| -4% | -$14.4K | 0.2% | 66 |
|
|
2022
Q4 | $301K | Buy |
+1,404
| New | +$301K | 0.21% | 58 |
|
|
2022
Q1 | – | Sell |
-711
| Closed | -$217K | – | 103 |
|
|
2021
Q4 | $217K | Sell |
711
-295
| -29% | -$90K | 0.14% | 88 |
|
|
2021
Q3 | $276K | Buy |
+1,006
| New | +$276K | 0.2% | 70 |
|