SHJ
Sharkey, Howes & Javer’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 | $3.26M | Sell |
7,674
-222
| -3% | -$94.3K | 0.44% | 46 |
|
|
2025
Q1 | $2.85M | Sell |
7,896
-1,213
| -13% | -$438K | 0.41% | 52 |
|
|
2024
Q4 | $3.66M | Hold |
9,109
| – | – | 0.51% | 36 |
|
|
2024
Q3 | $3.42M | Hold |
9,109
| – | – | 0.49% | 36 |
|
|
2024
Q2 | $3.32M | Hold |
9,109
| – | – | 0.54% | 32 |
|
|
2024
Q1 | $3.07M | Sell |
9,109
-884
| -9% | -$298K | 0.5% | 35 |
|
|
2023
Q4 | $3.03M | Hold |
9,993
| – | – | 0.53% | 30 |
|
|
2023
Q3 | $2.66M | Sell |
9,993
-730
| -7% | -$194K | 0.51% | 36 |
|
|
2023
Q2 | $2.95M | Sell |
10,723
-704
| -6% | -$194K | 0.56% | 28 |
|
|
2023
Q1 | $2.79M | Hold |
11,427
| – | – | 0.6% | 28 |
|
|
2022
Q4 | $2.45M | Sell |
11,427
-608
| -5% | -$130K | 0.56% | 31 |
|
|
2022
Q3 | $2.53M | Hold |
12,035
| – | – | 0.55% | 33 |
|
|
2022
Q2 | $2.63M | Sell |
12,035
-122
| -1% | -$26.7K | 0.64% | 29 |
|
|
2022
Q1 | $3.38M | Sell |
12,157
-190
| -2% | -$52.7K | 0.77% | 25 |
|
|
2021
Q4 | $3.77M | Hold |
12,347
| – | – | 0.85% | 26 |
|
|
2021
Q3 | $3.38M | Hold |
12,347
| – | – | 0.87% | 24 |
|
|
2021
Q2 | $3.35M | Hold |
12,347
| – | – | 0.89% | 24 |
|
|
2021
Q1 | $3M | Hold |
12,347
| – | – | 0.94% | 24 |
|
|
2020
Q4 | $2.98M | Hold |
12,347
| – | – | 0.99% | 20 |
|
|
2020
Q3 | $2.68M | Sell |
12,347
-400
| -3% | -$86.8K | 1.02% | 21 |
|
|
2020
Q2 | $2.45M | Sell |
12,747
-668
| -5% | -$128K | 1.08% | 22 |
|
|
2020
Q1 | $2.02M | Hold |
13,415
| – | – | 1.05% | 22 |
|
|
2019
Q4 | $2.36M | Hold |
13,415
| – | – | 1% | 22 |
|
|
2019
Q3 | $2.14M | Hold |
13,415
| – | – | 0.92% | 22 |
|
|
2019
Q2 | $2.11M | Hold |
13,415
| – | – | 0.96% | 22 |
|
|
2019
Q1 | $2.03M | Hold |
13,415
| – | – | 0.95% | 22 |
|
|
2018
Q4 | $1.76M | Buy |
13,415
+1,302
| +11% | +$170K | 1.14% | 11 |
|
|
2018
Q3 | $1.89M | Buy |
+12,113
| New | +$1.89M | 0.99% | 12 |
|
|
2015
Q2 | – | Sell |
-17,929
| Closed | -$1.77M | – | 223 |
|
|
2015
Q1 | $1.77M | Buy |
+17,929
| New | +$1.77M | 1.14% | 12 |
|