SVWAG
Sound View Wealth Advisors Group’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 | $9.49M | Buy |
22,351
+195
| +0.9% | +$82.8K | 0.7% | 37 |
|
|
2025
Q1 | $8M | Sell |
22,156
-57
| -0.3% | -$20.6K | 0.66% | 43 |
|
|
2024
Q4 | $8.92M | Sell |
22,213
-377
| -2% | -$151K | 0.72% | 35 |
|
|
2024
Q3 | $8.48M | Buy |
22,590
+3,666
| +19% | +$1.38M | 0.69% | 38 |
|
|
2024
Q2 | $6.9M | Sell |
18,924
-1,657
| -8% | -$604K | 0.71% | 39 |
|
|
2024
Q1 | $6.94M | Sell |
20,581
-2,529
| -11% | -$852K | 0.74% | 38 |
|
|
2023
Q4 | $7.01M | Sell |
23,110
-634
| -3% | -$192K | 0.77% | 34 |
|
|
2023
Q3 | $6.32M | Buy |
23,744
+1,427
| +6% | +$380K | 0.79% | 34 |
|
|
2023
Q2 | $6.14M | Sell |
22,317
-950
| -4% | -$261K | 0.81% | 33 |
|
|
2023
Q1 | $5.68M | Buy |
23,267
+157
| +0.7% | +$38.4K | 0.78% | 35 |
|
|
2022
Q4 | $7.01M | Buy |
23,110
+6,332
| +38% | +$1.92M | 0.77% | 34 |
|
|
2022
Q3 | $3.53M | Sell |
16,778
-136
| -0.8% | -$28.6K | 0.79% | 37 |
|
|
2022
Q2 | $3.7M | Sell |
16,914
-226
| -1% | -$49.4K | 0.77% | 38 |
|
|
2022
Q1 | $4.76M | Sell |
17,140
-421
| -2% | -$117K | 0.9% | 34 |
|
|
2021
Q4 | $5.37M | Sell |
17,561
-279
| -2% | -$85.3K | 1.01% | 28 |
|
|
2021
Q3 | $4.89M | Buy |
17,840
+287
| +2% | +$78.7K | 1.02% | 24 |
|
|
2021
Q2 | $4.77M | Sell |
17,553
-1,610
| -8% | -$437K | 1% | 29 |
|
|
2021
Q1 | $4.66M | Sell |
19,163
-886
| -4% | -$215K | 1.08% | 24 |
|
|
2020
Q4 | $4.84M | Sell |
20,049
-573
| -3% | -$138K | 1.18% | 21 |
|
|
2020
Q3 | $4.47M | Sell |
20,622
-530
| -3% | -$115K | 1.18% | 24 |
|
|
2020
Q2 | $4.06M | Sell |
21,152
-923
| -4% | -$177K | 1.14% | 27 |
|
|
2020
Q1 | $3.33M | Buy |
22,075
+2,557
| +13% | +$385K | 1.15% | 26 |
|
|
2019
Q4 | $3.43M | Buy |
19,518
+717
| +4% | +$126K | 0.97% | 34 |
|
|
2019
Q3 | $3M | Sell |
18,801
-587
| -3% | -$93.7K | 0.89% | 36 |
|
|
2019
Q2 | $3.05M | Buy |
+19,388
| New | +$3.05M | 0.9% | 35 |
|