SWM
SFG 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 | $1M | Hold |
2,360
| – | – | 0.61% | 28 |
|
|
2025
Q1 | $852K | Sell |
2,360
-23
| -1% | -$8.31K | 0.42% | 47 |
|
|
2024
Q4 | $957K | Sell |
2,383
-162
| -6% | -$65K | 0.5% | 32 |
|
|
2024
Q3 | $955K | Sell |
2,545
-411
| -14% | -$154K | 0.51% | 35 |
|
|
2024
Q2 | $1.08M | Sell |
2,956
-77
| -3% | -$28.1K | 0.61% | 30 |
|
|
2024
Q1 | $1.02M | Sell |
3,033
-309
| -9% | -$104K | 0.61% | 28 |
|
|
2023
Q4 | $1.01M | Sell |
3,342
-24
| -0.7% | -$7.28K | 0.67% | 28 |
|
|
2023
Q3 | $895K | Sell |
3,366
-207
| -6% | -$55.1K | 0.71% | 28 |
|
|
2023
Q2 | $983K | Sell |
3,573
-48
| -1% | -$13.2K | 0.82% | 24 |
|
|
2023
Q1 | $885K | Sell |
3,621
-619
| -15% | -$151K | 0.98% | 24 |
|
|
2022
Q4 | $908K | Sell |
4,240
-202
| -5% | -$43.3K | 1.12% | 20 |
|
|
2022
Q3 | $935K | Sell |
4,442
-9
| -0.2% | -$1.89K | 1.26% | 25 |
|
|
2022
Q2 | $974K | Sell |
4,451
-138
| -3% | -$30.2K | 1.13% | 28 |
|
|
2022
Q1 | $1.27M | Sell |
4,589
-321
| -7% | -$89.1K | 1.19% | 27 |
|
|
2021
Q4 | $1.5M | Buy |
+4,910
| New | +$1.5M | 1.33% | 28 |
|