Sightline Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $942K | Buy |
2,219
+3
| +0.1% | +$1.27K | 0.45% | 38 |
|
2025
Q1 | $800K | Sell |
2,216
-10
| -0.4% | -$3.61K | 0.42% | 40 |
|
2024
Q4 | $894K | Buy |
2,226
+3
| +0.1% | +$1.21K | 0.48% | 37 |
|
2024
Q3 | $835K | Buy |
2,223
+1
| +0% | +$375 | 0.46% | 38 |
|
2024
Q2 | $810K | Sell |
2,222
-6
| -0.3% | -$2.19K | 0.5% | 35 |
|
2024
Q1 | $751K | Buy |
2,228
+4
| +0.2% | +$1.35K | 0.49% | 34 |
|
2023
Q4 | $674K | Buy |
2,224
+5
| +0.2% | +$1.52K | 0.51% | 36 |
|
2023
Q3 | $590K | Sell |
2,219
-25
| -1% | -$6.65K | 0.55% | 37 |
|
2023
Q2 | $548K | Buy |
2,244
+380
| +20% | +$92.8K | 0.54% | 31 |
|
2023
Q1 | $455K | Buy |
1,864
+3
| +0.2% | +$733 | 0.47% | 35 |
|
2022
Q4 | $399K | Buy |
1,861
+6
| +0.3% | +$1.29K | 0.43% | 40 |
|
2022
Q3 | $400K | Hold |
1,855
| – | – | 0.47% | 34 |
|
2022
Q2 | $404K | Hold |
1,855
| – | – | 0.39% | 37 |
|
2022
Q1 | $515K | Hold |
1,855
| – | – | 0.43% | 33 |
|
2021
Q4 | $571K | Hold |
1,855
| – | – | 0.51% | 27 |
|
2021
Q3 | $508K | Hold |
1,855
| – | – | 0.42% | 31 |
|
2021
Q2 | $504K | Hold |
1,855
| – | – | 0.42% | 35 |
|
2021
Q1 | $452K | Sell |
1,855
-40
| -2% | -$9.75K | 0.42% | 37 |
|
2020
Q4 | $457K | Buy |
+1,895
| New | +$457K | 0.45% | 36 |
|