SAA
Southeast Asset Advisors’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 | $223K | Buy |
+525
| New | +$223K | 0.03% | 181 |
|
|
2025
Q1 | – | Sell |
-525
| Closed | -$211K | – | 188 |
|
|
2024
Q4 | $211K | Sell |
525
-121
| -19% | -$48.6K | 0.03% | 159 |
|
|
2024
Q3 | $242K | Hold |
646
| – | – | 0.03% | 151 |
|
|
2024
Q2 | $235K | Hold |
646
| – | – | 0.03% | 151 |
|
|
2024
Q1 | $218K | Buy |
+646
| New | +$218K | 0.03% | 156 |
|
|
2022
Q1 | – | Sell |
-704
| Closed | -$215K | – | 152 |
|
|
2021
Q4 | $215K | Sell |
704
-33
| -4% | -$10.1K | 0.03% | 140 |
|
|
2021
Q3 | $202K | Hold |
737
| – | – | 0.03% | 140 |
|
|
2021
Q2 | $200K | Buy |
+737
| New | +$200K | 0.03% | 139 |
|