Sigma Planning Corp’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
$6.57M Sell
15,467
-809
-5% -$343K 0.2% 91
2025
Q1
$5.88M Buy
16,276
+3,249
+25% +$1.17M 0.19% 106
2024
Q4
$5.23M Buy
13,027
+38
+0.3% +$15.3K 0.16% 115
2024
Q3
$4.88M Buy
12,989
+1,049
+9% +$394K 0.15% 130
2024
Q2
$4.35M Sell
11,940
-1,296
-10% -$472K 0.14% 145
2024
Q1
$4.46M Buy
13,236
+9,650
+269% +$3.25M 0.14% 150
2023
Q4
$1.09M Sell
3,586
-9,817
-73% -$2.98M 0.09% 253
2023
Q3
$3.57M Buy
13,403
+705
+6% +$188K 0.13% 154
2023
Q2
$3.49M Buy
12,698
+143
+1% +$39.4K 0.13% 164
2023
Q1
$3.07M Buy
12,555
+122
+1% +$29.8K 0.1% 211
2022
Q4
$2.66M Buy
12,433
+249
+2% +$53.3K 0.1% 220
2022
Q3
$2.56M Sell
12,184
-90
-0.7% -$18.9K 0.1% 206
2022
Q2
$2.68M Buy
12,274
+95
+0.8% +$20.8K 0.09% 210
2022
Q1
$3.38M Sell
12,179
-1,611
-12% -$447K 0.1% 203
2021
Q4
$4.21M Buy
13,790
+1,230
+10% +$376K 0.12% 181
2021
Q3
$3.44M Buy
12,560
+1,565
+14% +$429K 0.1% 211
2021
Q2
$2.99M Buy
10,995
+1,048
+11% +$285K 0.09% 242
2021
Q1
$2.42M Sell
9,947
-805
-7% -$196K 0.08% 274
2020
Q4
$2.59M Buy
10,752
+1,051
+11% +$253K 0.09% 223
2020
Q3
$2.1M Sell
9,701
-72
-0.7% -$15.6K 0.08% 232
2020
Q2
$1.88M Buy
9,773
+3,116
+47% +$598K 0.08% 252
2020
Q1
$1M Sell
6,657
-17,682
-73% -$2.66M 0.06% 311
2019
Q4
$4.28M Sell
24,339
-130
-0.5% -$22.9K 0.18% 122
2019
Q3
$3.91M Buy
24,469
+6,460
+36% +$1.03M 0.19% 130
2019
Q2
$2.83M Buy
18,009
+11,449
+175% +$1.8M 0.15% 163
2019
Q1
$993K Sell
6,560
-997
-13% -$151K 0.06% 318
2018
Q4
$989K Sell
7,557
-1,031
-12% -$135K 0.07% 261
2018
Q3
$1.34M Buy
8,588
+493
+6% +$76.9K 0.08% 242
2018
Q2
$1.16M Buy
8,095
+2,110
+35% +$303K 0.08% 252
2018
Q1
$815K Buy
5,985
+89
+2% +$12.1K 0.06% 310
2017
Q4
$794K Sell
5,896
-238
-4% -$32.1K 0.06% 312
2017
Q3
$767K Sell
6,134
-229
-4% -$28.6K 0.06% 320
2017
Q2
$757K Buy
6,363
+1,246
+24% +$148K 0.07% 302
2017
Q1
$582K Buy
5,117
+795
+18% +$90.4K 0.06% 351
2016
Q4
$453K Sell
4,322
-390
-8% -$40.9K 0.05% 375
2016
Q3
$491K Buy
4,712
+108
+2% +$11.3K 0.06% 350
2016
Q2
$462K Sell
4,604
-390
-8% -$39.1K 0.06% 344
2016
Q1
$498K Sell
4,994
-531
-10% -$53K 0.07% 307
2015
Q4
$550K Sell
5,525
-78
-1% -$7.77K 0.08% 288
2015
Q3
$521K Sell
5,603
-386
-6% -$35.9K 0.08% 283
2015
Q2
$593K Sell
5,989
-92
-2% -$9.11K 0.08% 287
2015
Q1
$602K Sell
6,081
-168
-3% -$16.6K 0.08% 296
2014
Q4
$597K Buy
+6,249
New +$597K 0.08% 296