SWA
SFMG 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 | $578K | Hold |
1,362
| – | – | 0.04% | 138 |
|
|
2025
Q1 | $492K | Sell |
1,362
-67
| -5% | -$24.2K | 0.04% | 151 |
|
|
2024
Q4 | $574K | Hold |
1,429
| – | – | 0.05% | 133 |
|
|
2024
Q3 | $536K | Buy |
1,429
+620
| +77% | +$233K | 0.04% | 135 |
|
|
2024
Q2 | $295K | Sell |
809
-18
| -2% | -$6.56K | 0.03% | 195 |
|
|
2024
Q1 | $279K | Buy |
827
+155
| +23% | +$52.2K | 0.02% | 204 |
|
|
2023
Q4 | $204K | Buy |
+672
| New | +$204K | 0.02% | 240 |
|
|
2023
Q1 | – | Sell |
-1,619
| Closed | -$347K | – | 267 |
|
|
2022
Q4 | $347K | Buy |
+1,619
| New | +$347K | 0.04% | 167 |
|
|
2022
Q1 | – | Sell |
-672
| Closed | -$205K | – | 313 |
|
|
2021
Q4 | $205K | Buy |
+672
| New | +$205K | 0.02% | 263 |
|