SWM
Segment Wealth 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 | $4.47M | Hold |
10,534
| – | – | 0.28% | 75 |
|
|
2025
Q1 | $3.8M | Hold |
10,534
| – | – | 0.26% | 78 |
|
|
2024
Q4 | $4.23M | Hold |
10,534
| – | – | 0.29% | 72 |
|
|
2024
Q3 | $3.95M | Hold |
10,534
| – | – | 0.27% | 74 |
|
|
2024
Q2 | $3.84M | Hold |
10,534
| – | – | 0.28% | 73 |
|
|
2024
Q1 | $3.55M | Buy |
10,534
+208
| +2% | +$70.1K | 0.27% | 78 |
|
|
2023
Q4 | $3.13M | Buy |
10,326
+240
| +2% | +$72.8K | 0.28% | 77 |
|
|
2023
Q3 | $2.68M | Hold |
10,086
| – | – | 0.27% | 79 |
|
|
2023
Q2 | $2.78M | Hold |
10,086
| – | – | 0.29% | 80 |
|
|
2023
Q1 | $2.46M | Hold |
10,086
| – | – | 0.28% | 76 |
|
|
2022
Q4 | $2.16M | Sell |
10,086
-80
| -0.8% | -$17.1K | 0.25% | 81 |
|
|
2022
Q3 | $2.14M | Buy |
10,166
+4,000
| +65% | +$842K | 0.27% | 80 |
|
|
2022
Q2 | $1.35M | Sell |
6,166
-6,078
| -50% | -$1.33M | 0.17% | 85 |
|
|
2022
Q1 | $3.4M | Sell |
12,244
-3,591
| -23% | -$997K | 0.35% | 76 |
|
|
2021
Q4 | $4.84M | Buy |
15,835
+3,671
| +30% | +$1.12M | 0.51% | 66 |
|
|
2021
Q3 | $3.33M | Hold |
12,164
| – | – | 0.4% | 74 |
|
|
2021
Q2 | $3.3M | Hold |
12,164
| – | – | 0.39% | 75 |
|
|
2021
Q1 | $2.96M | Hold |
12,164
| – | – | 0.39% | 73 |
|
|
2020
Q4 | $2.93M | Hold |
12,164
| – | – | 0.42% | 72 |
|
|
2020
Q3 | $2.64M | Buy |
12,164
+71
| +0.6% | +$15.4K | 0.43% | 70 |
|
|
2020
Q2 | $2.32M | Sell |
12,093
-744
| -6% | -$143K | 0.43% | 73 |
|
|
2020
Q1 | $1.93M | Hold |
12,837
| – | – | 0.43% | 66 |
|
|
2019
Q4 | $2.26M | Hold |
12,837
| – | – | 0.38% | 76 |
|
|
2019
Q3 | $2.05M | Buy |
12,837
+1,141
| +10% | +$182K | 0.4% | 71 |
|
|
2019
Q2 | $1.84M | Sell |
11,696
-276
| -2% | -$43.4K | 0.37% | 76 |
|
|
2019
Q1 | $1.81M | Sell |
11,972
-274
| -2% | -$41.5K | 0.38% | 79 |
|
|
2018
Q4 | $1.6M | Buy |
12,246
+305
| +3% | +$39.9K | 0.4% | 74 |
|
|
2018
Q3 | $1.86M | Buy |
11,941
+422
| +4% | +$65.8K | 0.41% | 78 |
|
|
2018
Q2 | $1.66M | Sell |
11,519
-134
| -1% | -$19.3K | 0.39% | 84 |
|
|
2018
Q1 | $1.59M | Sell |
11,653
-1,136
| -9% | -$155K | 0.39% | 81 |
|
|
2017
Q4 | $1.72M | Sell |
12,789
-542
| -4% | -$73K | 0.42% | 77 |
|
|
2017
Q3 | $1.67M | Sell |
13,331
-99
| -0.7% | -$12.4K | 0.44% | 71 |
|
|
2017
Q2 | $1.6M | Buy |
13,430
+3,963
| +42% | +$472K | 0.44% | 69 |
|
|
2017
Q1 | $1.08M | Buy |
9,467
+6,339
| +203% | +$721K | 0.35% | 83 |
|
|
2016
Q4 | $328K | Hold |
3,128
| – | – | 0.12% | 118 |
|
|
2016
Q3 | $326K | Hold |
3,128
| – | – | 0.13% | 116 |
|
|
2016
Q2 | $314K | Hold |
3,128
| – | – | 0.13% | 107 |
|
|
2016
Q1 | $312K | Hold |
3,128
| – | – | 0.12% | 108 |
|
|
2015
Q4 | $311K | Hold |
3,128
| – | – | 0.12% | 110 |
|
|
2015
Q3 | $291K | Hold |
3,128
| – | – | 0.11% | 123 |
|
|
2015
Q2 | $310K | Hold |
3,128
| – | – | 0.11% | 131 |
|
|
2015
Q1 | $309K | Hold |
3,128
| – | – | 0.1% | 129 |
|
|
2014
Q4 | $299K | Hold |
3,128
| – | – | 0.11% | 116 |
|
|
2014
Q3 | $287K | Hold |
3,128
| – | – | 0.11% | 135 |
|
|
2014
Q2 | $284K | Hold |
3,128
| – | – | 0.11% | 135 |
|
|
2014
Q1 | $271K | Sell |
3,128
-216
| -6% | -$18.7K | 0.13% | 131 |
|
|
2013
Q4 | $287K | Hold |
3,344
| – | – | 0.14% | 120 |
|
|
2013
Q3 | $262K | Hold |
3,344
| – | – | 0.14% | 124 |
|
|
2013
Q2 | $243K | Buy |
+3,344
| New | +$243K | 0.15% | 124 |
|