SAM
Secure Asset 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 | $2.09M | Sell |
4,933
-561
| -10% | -$238K | 0.39% | 70 |
|
|
2025
Q1 | $1.98M | Buy |
5,494
+3,988
| +265% | +$1.44M | 0.4% | 85 |
|
|
2024
Q4 | $605K | Buy |
1,506
+211
| +16% | +$84.8K | 0.09% | 170 |
|
|
2024
Q3 | $486K | Buy |
1,295
+539
| +71% | +$202K | 0.08% | 181 |
|
|
2024
Q2 | $276K | Buy |
+756
| New | +$276K | 0.05% | 241 |
|
|
2024
Q1 | – | Sell |
-832
| Closed | -$252K | – | 237 |
|
|
2023
Q4 | $252K | Buy |
+832
| New | +$252K | 0.07% | 191 |
|
|
2022
Q2 | – | Sell |
-742
| Closed | -$206K | – | 196 |
|
|
2022
Q1 | $206K | Sell |
742
-717
| -49% | -$199K | 0.09% | 190 |
|
|
2021
Q4 | $446K | Hold |
1,459
| – | – | 0.18% | 96 |
|
|
2021
Q3 | $400K | Sell |
1,459
-457
| -24% | -$125K | 0.2% | 94 |
|
|
2021
Q2 | $520K | Sell |
1,916
-850
| -31% | -$231K | 0.26% | 73 |
|
|
2021
Q1 | $672K | Sell |
2,766
-200
| -7% | -$48.6K | 0.37% | 51 |
|
|
2020
Q4 | $715K | Sell |
2,966
-500
| -14% | -$121K | 0.42% | 53 |
|
|
2020
Q3 | $752K | Buy |
3,466
+1,631
| +89% | +$354K | 0.52% | 46 |
|
|
2020
Q2 | $352K | Hold |
1,835
| – | – | 0.25% | 99 |
|
|
2020
Q1 | $276K | Buy |
1,835
+33
| +2% | +$4.96K | 0.3% | 77 |
|
|
2019
Q4 | $317K | Buy |
+1,802
| New | +$317K | 0.22% | 110 |
|