SCM

Schnieders Capital Management’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	$1.81M	Buy	4,253 +849	+25%	+$360K	0.32%	59
2025 Q1	$1.23M	Sell	3,404 -126	-4%	-$45.5K	0.26%	67
2024 Q4	$1.42M	Hold	3,530	–	–	0.28%	58
2024 Q3	$1.33M	Sell	3,530 -341	-9%	-$128K	0.25%	67
2024 Q2	$1.41M	Sell	3,871 -111	-3%	-$40.5K	0.29%	58
2024 Q1	$1.34M	Hold	3,982	–	–	0.28%	65
2023 Q4	$1.21M	Buy	3,982 +3	+0.1%	+$910	0.27%	69
2023 Q3	$1.06M	Sell	3,979 -50	-1%	-$13.3K	0.24%	75
2023 Q2	$1.11M	Buy	4,029 +5	+0.1%	+$1.38K	0.23%	78
2023 Q1	$983K	Hold	4,024	–	–	0.22%	83
2022 Q4	$862K	Hold	4,024	–	–	0.2%	83
2022 Q3	$847K	Hold	4,024	–	–	0.22%	84
2022 Q2	$880K	Hold	4,024	–	–	0.26%	79
2022 Q1	$1.12M	Hold	4,024	–	–	0.27%	80
2021 Q4	$1.23M	Hold	4,024	–	–	0.29%	70
2021 Q3	$1.1M	Hold	4,024	–	–	0.3%	69
2021 Q2	$1.09M	Sell	4,024 -111	-3%	-$30.1K	0.3%	71
2021 Q1	$1.01M	Buy	4,135 +74	+2%	+$18K	0.3%	67
2020 Q4	$979K	Buy	4,061 +158	+4%	+$38.1K	0.32%	63
2020 Q3	$847K	Hold	3,903	–	–	0.32%	68
2020 Q2	$749K	Sell	3,903 -777	-17%	-$149K	0.3%	69
2020 Q1	$705K	Sell	4,680 -2,036	-30%	-$307K	0.34%	64
2019 Q4	$1.18M	Buy	6,716 +2,758	+70%	+$485K	0.43%	62
2019 Q3	$632K	Hold	3,958	–	–	0.25%	88
2019 Q2	$623K	Buy	3,958 +2,060	+109%	+$324K	0.24%	88
2019 Q1	$287K	Buy	1,898 +157	+9%	+$23.7K	0.12%	121
2018 Q4	$227K	Hold	1,741	–	–	0.11%	122
2018 Q3	$272K	Hold	1,741	–	–	0.11%	127
2018 Q2	$250K	Hold	1,741	–	–	0.11%	134
2018 Q1	$237K	Hold	1,741	–	–	0.1%	133
2017 Q4	$235K	Buy	+1,741	New	+$235K	0.1%	143