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 |
|