Sax Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.5M | Buy |
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|
2025
Q1 | $4.64M | Buy |
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|
2024
Q4 | $4.6M | Buy |
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|
2024
Q3 | $4.13M | Buy |
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|
2024
Q2 | $3.88M | Buy |
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|
2024
Q1 | $2.75M | Buy |
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|
2023
Q4 | $2.48M | Buy |
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|
2023
Q3 | $1.94M | Sell |
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|
2023
Q2 | $2.08M | Sell |
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|
2023
Q1 | $2.15M | Buy |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $2.43M | Buy |
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|
2021
Q4 | $2.63M | Buy |
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|
2021
Q3 | $2.31M | Buy |
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|
2021
Q2 | $2.29M | Buy |
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|
2021
Q1 | $2.01M | Buy |
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|
2020
Q4 | $1.95M | Buy |
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