SWM
SilverOak Wealth Management’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 | $4.41M | Buy |
10,390
+16
| +0.2% | +$6.79K | 0.83% | 16 |
|
|
2025
Q1 | $3.75M | Hold |
10,374
| – | – | 0.81% | 17 |
|
|
2024
Q4 | $4.17M | Hold |
10,374
| – | – | 0.9% | 16 |
|
|
2024
Q3 | $3.89M | Hold |
10,374
| – | – | 0.87% | 16 |
|
|
2024
Q2 | $3.78M | Sell |
10,374
-226
| -2% | -$82.4K | 0.91% | 15 |
|
|
2024
Q1 | $3.57M | Buy |
10,600
+25
| +0.2% | +$8.43K | 0.89% | 14 |
|
|
2023
Q4 | $3.21M | Buy |
+10,575
| New | +$3.21M | 0.87% | 16 |
|