SWMP
Signature Wealth Management Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Sell |
2,322
-142
| -6% | -$60.3K | 0.56% | 34 |
|
|
2025
Q1 | $890K | Sell |
2,464
-119
| -5% | -$43K | 0.58% | 32 |
|
|
2024
Q4 | $1.04M | Buy |
2,583
+38
| +1% | +$15.3K | 0.71% | 28 |
|
|
2024
Q3 | $955K | Buy |
2,545
+10
| +0.4% | +$3.75K | 0.69% | 29 |
|
|
2024
Q2 | $924K | Buy |
2,535
+1
| +0% | +$365 | 0.7% | 30 |
|
|
2024
Q1 | $854K | Buy |
2,534
+1
| +0% | +$337 | 0.7% | 32 |
|
|
2023
Q4 | $768K | Buy |
2,533
+52
| +2% | +$15.8K | 0.67% | 34 |
|
|
2023
Q3 | $660K | Hold |
2,481
| – | – | 0.65% | 37 |
|
|
2023
Q2 | $683K | Hold |
2,481
| – | – | 0.63% | 40 |
|
|
2023
Q1 | $606K | Buy |
2,481
+2
| +0.1% | +$489 | 0.56% | 48 |
|
|
2022
Q4 | $531K | Buy |
2,479
+884
| +55% | +$189K | 0.52% | 51 |
|
|
2022
Q3 | $336K | Sell |
1,595
-133
| -8% | -$28K | 0.37% | 65 |
|
|
2022
Q2 | $378K | Buy |
1,728
+1
| +0.1% | +$219 | 0.39% | 66 |
|
|
2022
Q1 | $479K | Buy |
1,727
+1
| +0.1% | +$277 | 0.41% | 63 |
|
|
2021
Q4 | $528K | Sell |
1,726
-19
| -1% | -$5.81K | 0.45% | 57 |
|
|
2021
Q3 | $478K | Hold |
1,745
| – | – | 0.43% | 59 |
|
|
2021
Q2 | $474K | Hold |
1,745
| – | – | 0.43% | 57 |
|
|
2021
Q1 | $424K | Sell |
1,745
-244
| -12% | -$59.3K | 0.41% | 63 |
|
|
2020
Q4 | $480K | Buy |
+1,989
| New | +$480K | 0.48% | 50 |
|