SBIA
Sheaff Brock Investment 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
Q1 | – | Sell |
-547
| Closed | -$220K | – | 461 |
|
2024
Q4 | $220K | Hold |
547
| – | – | 0.02% | 382 |
|
2024
Q3 | $205K | Buy |
+547
| New | +$205K | 0.02% | 395 |
|
2021
Q1 | – | Sell |
-1,540
| Closed | -$371K | – | 501 |
|
2020
Q4 | $371K | Buy |
1,540
+1
| +0.1% | +$241 | 0.03% | 283 |
|
2020
Q3 | $334K | Buy |
1,539
+19
| +1% | +$4.12K | 0.03% | 278 |
|
2020
Q2 | $292K | Hold |
1,520
| – | – | 0.03% | 302 |
|
2020
Q1 | $229K | Hold |
1,520
| – | – | 0.03% | 305 |
|
2019
Q4 | $267K | Buy |
+1,520
| New | +$267K | 0.03% | 351 |
|
2018
Q4 | – | Sell |
-1,434
| Closed | -$224K | – | 493 |
|
2018
Q3 | $224K | Buy |
+1,434
| New | +$224K | 0.02% | 407 |
|