SWA
IWF icon

Serenus Wealth 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
$5.6M Sell
13,179
-645
-5% -$274K 0.95% 11
2025
Q1
$4.99M Buy
13,824
+10
+0.1% +$3.61K 0.83% 11
2024
Q4
$5.55M Buy
+13,814
New +$5.55M 0.96% 11