SWM
Selective 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 | $1.55M | Sell |
3,626
-76
| -2% | -$32.6K | 0.57% | 25 |
|
|
2025
Q1 | $1.3M | Sell |
3,702
-1,001
| -21% | -$350K | 0.56% | 27 |
|
|
2024
Q4 | $1.86M | Buy |
4,703
+122
| +3% | +$48.2K | 0.75% | 21 |
|
|
2024
Q3 | $1.73M | Buy |
4,581
+4
| +0.1% | +$1.51K | 0.72% | 23 |
|
|
2024
Q2 | $1.73M | Buy |
4,577
+5
| +0.1% | +$1.9K | 0.76% | 23 |
|
|
2024
Q1 | $1.52M | Buy |
+4,572
| New | +$1.52M | 0.66% | 26 |
|
|
2021
Q1 | – | Sell |
-1,020
| Closed | -$246K | – | 405 |
|
|
2020
Q4 | $246K | Buy |
1,020
+1
| +0.1% | +$241 | 0.16% | 50 |
|
|
2020
Q3 | $221K | Buy |
1,019
+2
| +0.2% | +$434 | 0.17% | 44 |
|
|
2020
Q2 | $195K | Buy |
1,017
+5
| +0.5% | +$959 | 0.16% | 47 |
|
|
2020
Q1 | $152K | Hold |
1,012
| – | – | 0.24% | 28 |
|
|
2019
Q4 | $178K | Sell |
1,012
-175
| -15% | -$30.8K | 0.22% | 32 |
|
|
2019
Q3 | $189K | Sell |
1,187
-1,370
| -54% | -$218K | 0.26% | 34 |
|
|
2019
Q2 | $402K | Buy |
+2,557
| New | +$402K | 0.65% | 18 |
|