SFA
Sequoia Financial 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
Q2 | $9.44M | Sell |
22,228
-1,274
| -5% | -$541K | 0.06% | 194 |
|
|
2025
Q1 | $8.49M | Buy |
23,502
+2,932
| +14% | +$1.06M | 0.07% | 208 |
|
|
2024
Q4 | $8.26M | Buy |
20,570
+3,970
| +24% | +$1.59M | 0.08% | 196 |
|
|
2024
Q3 | $6.23M | Buy |
16,600
+1,424
| +9% | +$535K | 0.07% | 194 |
|
|
2024
Q2 | $5.53M | Buy |
15,176
+4,051
| +36% | +$1.48M | 0.07% | 182 |
|
|
2024
Q1 | $3.75M | Sell |
11,125
-1,310
| -11% | -$442K | 0.05% | 230 |
|
|
2023
Q4 | $3.77M | Buy |
12,435
+1,961
| +19% | +$595K | 0.05% | 244 |
|
|
2023
Q3 | $2.79M | Sell |
10,474
-238
| -2% | -$63.3K | 0.05% | 197 |
|
|
2023
Q2 | $2.95M | Buy |
10,712
+556
| +5% | +$153K | 0.05% | 197 |
|
|
2023
Q1 | $2.48M | Sell |
10,156
-1,805
| -15% | -$441K | 0.06% | 189 |
|
|
2022
Q4 | $2.56M | Buy |
11,961
+2,882
| +32% | +$617K | 0.06% | 179 |
|
|
2022
Q3 | $1.91M | Sell |
9,079
-952
| -9% | -$200K | 0.06% | 157 |
|
|
2022
Q2 | $2.2M | Sell |
10,031
-1,254
| -11% | -$274K | 0.06% | 163 |
|
|
2022
Q1 | $3.13M | Buy |
11,285
+5,207
| +86% | +$1.45M | 0.08% | 148 |
|
|
2021
Q4 | $1.86M | Buy |
+6,078
| New | +$1.86M | 0.05% | 185 |
|
|
2021
Q3 | – | Sell |
-3,976
| Closed | -$1.08M | – | 353 |
|
|
2021
Q2 | $1.08M | Sell |
3,976
-217
| -5% | -$58.9K | 0.04% | 195 |
|
|
2021
Q1 | $1.02M | Sell |
4,193
-31
| -0.7% | -$7.53K | 0.04% | 188 |
|
|
2020
Q4 | $1.02M | Buy |
4,224
+78
| +2% | +$18.8K | 0.05% | 185 |
|
|
2020
Q3 | $899K | Sell |
4,146
-80
| -2% | -$17.3K | 0.05% | 176 |
|
|
2020
Q2 | $811K | Buy |
4,226
+677
| +19% | +$130K | 0.05% | 172 |
|
|
2020
Q1 | $535K | Sell |
3,549
-39
| -1% | -$5.88K | 0.04% | 188 |
|
|
2019
Q4 | $631K | Sell |
3,588
-435
| -11% | -$76.5K | 0.04% | 189 |
|
|
2019
Q3 | $642K | Buy |
4,023
+2,576
| +178% | +$411K | 0.05% | 168 |
|
|
2019
Q2 | $228K | Sell |
1,447
-4,299
| -75% | -$677K | 0.02% | 327 |
|
|
2019
Q1 | $870K | Buy |
5,746
+847
| +17% | +$128K | 0.07% | 130 |
|
|
2018
Q4 | $641K | Buy |
4,899
+39
| +0.8% | +$5.1K | 0.07% | 128 |
|
|
2018
Q3 | $758K | Hold |
4,860
| – | – | 0.08% | 126 |
|
|
2018
Q2 | $699K | Sell |
4,860
-17
| -0.3% | -$2.45K | 0.07% | 129 |
|
|
2018
Q1 | $664K | Buy |
4,877
+3
| +0.1% | +$408 | 0.07% | 134 |
|
|
2017
Q4 | $656K | Hold |
4,874
| – | – | 0.07% | 138 |
|
|
2017
Q3 | $610K | Hold |
4,874
| – | – | 0.07% | 135 |
|
|
2017
Q2 | $580K | Buy |
4,874
+88
| +2% | +$10.5K | 0.07% | 135 |
|
|
2017
Q1 | $545K | Buy |
4,786
+36
| +0.8% | +$4.1K | 0.07% | 133 |
|
|
2016
Q4 | $498K | Sell |
4,750
-63
| -1% | -$6.61K | 0.07% | 136 |
|
|
2016
Q3 | $501K | Buy |
4,813
+63
| +1% | +$6.56K | 0.09% | 119 |
|
|
2016
Q2 | $477K | Sell |
4,750
-986
| -17% | -$99K | 0.13% | 116 |
|
|
2016
Q1 | $572K | Sell |
5,736
-3,722
| -39% | -$371K | 0.18% | 93 |
|
|
2015
Q4 | $941K | Sell |
9,458
-189
| -2% | -$18.8K | 0.38% | 54 |
|
|
2015
Q3 | $897K | Hold |
9,647
| – | – | 0.39% | 52 |
|
|
2015
Q2 | $955K | Sell |
9,647
-162
| -2% | -$16K | 0.4% | 57 |
|
|
2015
Q1 | $970K | Hold |
9,809
| – | – | 0.44% | 53 |
|
|
2014
Q4 | $938K | Hold |
9,809
| – | – | 0.64% | 38 |
|
|
2014
Q3 | $899K | Buy |
9,809
+443
| +5% | +$40.6K | 0.62% | 38 |
|
|
2014
Q2 | $852K | Sell |
9,366
-81
| -0.9% | -$7.37K | 0.65% | 36 |
|
|
2014
Q1 | $818K | Buy |
9,447
+478
| +5% | +$41.4K | 0.68% | 30 |
|
|
2013
Q4 | $771K | Buy |
+8,969
| New | +$771K | 0.64% | 36 |
|