Schechter Investment 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
Q1 | $792K | Buy |
2,194
+169
| +8% | +$61K | 0.07% | 268 |
|
|
2024
Q4 | $813K | Hold |
2,025
| – | – | 0.06% | 281 |
|
|
2024
Q3 | $760K | Hold |
2,025
| – | – | 0.06% | 307 |
|
|
2024
Q2 | $738K | Hold |
2,025
| – | – | 0.06% | 297 |
|
|
2024
Q1 | $682K | Hold |
2,025
| – | – | 0.05% | 324 |
|
|
2023
Q4 | $614K | Buy |
2,025
+303
| +18% | +$91.8K | 0.05% | 319 |
|
|
2023
Q3 | $458K | Buy |
1,722
+55
| +3% | +$14.6K | 0.04% | 363 |
|
|
2023
Q2 | $459K | Hold |
1,667
| – | – | 0.04% | 400 |
|
|
2023
Q1 | $407K | Sell |
1,667
-924
| -36% | -$226K | 0.04% | 458 |
|
|
2022
Q4 | $555K | Buy |
+2,591
| New | +$555K | 0.05% | 477 |
|