Sightline Wealth Advisors’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
2026 Q1	$909K	Sell	8,528 -196	-2%	-$22.2K	0.38%	40
2025 Q4	$1.03M	Sell	8,724 -132	-1%	-$15.6K	0.44%	40
2025 Q3	$1.04M	Sell	8,856 -20	-0.2%	-$2.23K	0.47%	36
2025 Q2	$942K	Buy	8,876 +12	+0.1%	+$1.15K	0.45%	38
2025 Q1	$800K	Sell	8,864 -40	-0.4%	-$3.95K	0.42%	40
2024 Q4	$894K	Buy	8,904 +12	+0.1%	+$1.18K	0.48%	37
2024 Q3	$835K	Buy	8,892 +4	+0%	+$363	0.46%	38
2024 Q2	$810K	Sell	8,888 -24	-0.3%	-$2.05K	0.5%	35
2024 Q1	$751K	Buy	8,912 +16	+0.2%	+$1.29K	0.49%	34
2023 Q4	$674K	Buy	8,896 +20	+0.2%	+$1.41K	0.51%	36
2023 Q3	$590K	Sell	8,876 -100	-1%	-$6.91K	0.55%	37
2023 Q2	$548K	Buy	8,976 +1,520	+20%	+$96.7K	0.54%	31
2023 Q1	$455K	Buy	7,456 +12	+0.2%	+$691	0.47%	35
2022 Q4	$399K	Buy	7,444 +24	+0.3%	+$1.32K	0.43%	40
2022 Q3	$400K	Hold	7,420	–	–	0.47%	34
2022 Q2	$404K	Hold	7,420	–	–	0.39%	37
2022 Q1	$515K	Hold	7,420	–	–	0.43%	33
2021 Q4	$571K	Hold	7,420	–	–	0.51%	27
2021 Q3	$508K	Hold	7,420	–	–	0.42%	31
2021 Q2	$504K	Hold	7,420	–	–	0.42%	35
2021 Q1	$452K	Sell	7,420 -160	-2%	-$9.74K	0.42%	37
2020 Q4	$457K	Buy	+7,580	New	+$431K	0.45%	36