SWA
Sax Wealth 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 | $8.5M | Buy |
20,010
+7,147
| +56% | +$3.03M | 0.51% | 32 |
|
|
2025
Q1 | $4.64M | Buy |
12,863
+1,409
| +12% | +$509K | 0.33% | 50 |
|
|
2024
Q4 | $4.6M | Buy |
11,454
+456
| +4% | +$183K | 0.36% | 44 |
|
|
2024
Q3 | $4.13M | Buy |
10,998
+364
| +3% | +$137K | 0.37% | 39 |
|
|
2024
Q2 | $3.88M | Buy |
10,634
+2,463
| +30% | +$898K | 0.37% | 42 |
|
|
2024
Q1 | $2.75M | Buy |
8,171
+7
| +0.1% | +$2.36K | 0.32% | 39 |
|
|
2023
Q4 | $2.48M | Buy |
8,164
+877
| +12% | +$266K | 0.4% | 45 |
|
|
2023
Q3 | $1.94M | Sell |
7,287
-270
| -4% | -$71.8K | 0.38% | 47 |
|
|
2023
Q2 | $2.08M | Sell |
7,557
-1,243
| -14% | -$342K | 0.41% | 45 |
|
|
2023
Q1 | $2.15M | Buy |
8,800
+1,156
| +15% | +$282K | 0.47% | 41 |
|
|
2022
Q4 | $1.64M | Sell |
7,644
-128
| -2% | -$27.4K | 0.38% | 45 |
|
|
2022
Q3 | $1.64M | Buy |
7,772
+470
| +6% | +$98.9K | 0.42% | 47 |
|
|
2022
Q2 | $1.6M | Sell |
7,302
-1,462
| -17% | -$320K | 0.41% | 45 |
|
|
2022
Q1 | $2.43M | Buy |
8,764
+141
| +2% | +$39.1K | 0.59% | 35 |
|
|
2021
Q4 | $2.64M | Buy |
8,623
+181
| +2% | +$55.3K | 0.55% | 36 |
|
|
2021
Q3 | $2.31M | Buy |
8,442
+3
| +0% | +$822 | 0.55% | 37 |
|
|
2021
Q2 | $2.29M | Buy |
8,439
+157
| +2% | +$42.6K | 0.79% | 32 |
|
|
2021
Q1 | $2.01M | Buy |
8,282
+186
| +2% | +$45.2K | 0.74% | 35 |
|
|
2020
Q4 | $1.95M | Buy |
+8,096
| New | +$1.95M | 0.9% | 33 |
|