Sheets Smith Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.8M | Sell |
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|
2025
Q2 | $1.63M | Buy |
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|
2025
Q1 | $1.37M | Hold |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.49M | Hold |
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|
2024
Q2 | $1.45M | Hold |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.06M | Hold |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $939K | Sell |
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|
2022
Q4 | $979K | Sell |
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|
2022
Q3 | $968K | Hold |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $6.29M | Sell |
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|
2021
Q4 | $8.74M | Sell |
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|
2021
Q3 | $7.85M | Sell |
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|
2021
Q2 | $7.88M | Sell |
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|
2021
Q1 | $7.08M | Sell |
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|
2020
Q4 | $7.17M | Buy |
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|
2020
Q3 | $6.44M | Buy |
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|
2020
Q2 | $749K | Sell |
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|
2020
Q1 | $9.45M | Sell |
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|
2019
Q4 | $13.7M | Sell |
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|
2019
Q3 | $12.9M | Buy |
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|
2019
Q2 | $12.5M | Sell |
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|
2019
Q1 | $12.2M | Buy |
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|
2018
Q4 | $10.5M | Sell |
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|
2018
Q3 | $16M | Sell |
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|
2018
Q2 | $15M | Buy |
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|
2018
Q1 | $13.8M | Sell |
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|
2017
Q4 | $14M | Buy |
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|
2017
Q3 | $12.7M | Sell |
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|
2017
Q2 | $12.2M | Sell |
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|
2017
Q1 | $12.1M | Sell |
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|
2016
Q4 | $11.3M | Sell |
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|
2016
Q3 | $16.7M | Sell |
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|
2016
Q2 | $16.8M | Sell |
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|
2016
Q1 | $17.7M | Buy |
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|
2015
Q4 | $507K | Sell |
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|
2015
Q3 | $811K | Buy |
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|
2015
Q2 | $505K | Hold |
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|
2015
Q1 | $504K | Sell |
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|
2014
Q4 | $535K | Hold |
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|
2014
Q3 | $513K | Sell |
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|
2014
Q2 | $582K | Sell |
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|
2014
Q1 | $623K | Sell |
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|
2013
Q4 | $860K | Buy |
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|
2013
Q3 | $767K | Buy |
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|
2013
Q2 | $611K | Buy |
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