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