SFS
Sowell Financial Services’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 | $11.6M | Buy |
27,341
+122
| +0.4% | +$51.8K | 0.47% | 36 |
|
|
2025
Q1 | $9.83M | Sell |
27,219
-38,767
| -59% | -$14M | 0.45% | 44 |
|
|
2024
Q4 | $26.5M | Buy |
65,986
+1,893
| +3% | +$760K | 1.39% | 9 |
|
|
2024
Q3 | $24.1M | Sell |
64,093
-1,934
| -3% | -$726K | 1.12% | 13 |
|
|
2024
Q2 | $24.1M | Sell |
66,027
-2,147
| -3% | -$783K | 1.15% | 12 |
|
|
2024
Q1 | $23M | Sell |
68,174
-4,195
| -6% | -$1.41M | 1.08% | 14 |
|
|
2023
Q4 | $21.9M | Buy |
72,369
+6,909
| +11% | +$2.09M | 1.19% | 11 |
|
|
2023
Q3 | $17.4M | Buy |
65,460
+17,423
| +36% | +$4.64M | 1.09% | 13 |
|
|
2023
Q2 | $13.2M | Buy |
48,037
+14,674
| +44% | +$4.04M | 0.74% | 19 |
|
|
2023
Q1 | $8.15M | Buy |
33,363
+1,757
| +6% | +$429K | 0.63% | 23 |
|
|
2022
Q4 | $6.77M | Buy |
31,606
+14,165
| +81% | +$3.03M | 0.44% | 48 |
|
|
2022
Q3 | $3.67M | Buy |
+17,441
| New | +$3.67M | 0.37% | 77 |
|
|
2022
Q1 | – | Sell |
-37,602
| Closed | -$11.5M | – | 344 |
|
|
2021
Q4 | $11.5M | Sell |
37,602
-1,811
| -5% | -$553K | 0.66% | 31 |
|
|
2021
Q3 | $10.8M | Buy |
39,413
+129
| +0.3% | +$35.4K | 0.73% | 25 |
|
|
2021
Q2 | $10.7M | Sell |
39,284
-8,014
| -17% | -$2.18M | 0.71% | 24 |
|
|
2021
Q1 | $12.1M | Sell |
47,298
-15,172
| -24% | -$3.87M | 0.42% | 53 |
|
|
2020
Q4 | $15.1M | Sell |
62,470
-1,983
| -3% | -$478K | 0.64% | 33 |
|
|
2020
Q3 | $14M | Buy |
64,453
+42,017
| +187% | +$9.11M | 0.7% | 29 |
|
|
2020
Q2 | $4.31M | Buy |
22,436
+3,466
| +18% | +$665K | 0.24% | 97 |
|
|
2020
Q1 | $2.86M | Buy |
18,970
+115
| +0.6% | +$17.3K | 0.21% | 112 |
|
|
2019
Q4 | $3.32M | Sell |
18,855
-17,041
| -47% | -$3M | 0.25% | 84 |
|
|
2019
Q3 | $5.73M | Buy |
+35,896
| New | +$5.73M | 0.47% | 47 |
|
|
2019
Q1 | $5.27M | Buy |
34,787
+15,479
| +80% | +$2.34M | 0.59% | 40 |
|
|
2018
Q4 | $2.53M | Buy |
+19,308
| New | +$2.53M | 0.36% | 60 |
|
|
2018
Q3 | – | Sell |
-26,535
| Closed | -$3.98M | – | 417 |
|
|
2018
Q2 | $3.98M | Buy |
26,535
+234
| +0.9% | +$35.1K | 0.85% | 29 |
|
|
2018
Q1 | $3.59M | Sell |
26,301
-1,519
| -5% | -$208K | 0.9% | 30 |
|
|
2017
Q4 | $3.95M | Buy |
27,820
+3,802
| +16% | +$540K | 0.97% | 28 |
|
|
2017
Q3 | $3.12M | Sell |
24,018
-3,556
| -13% | -$462K | 0.81% | 33 |
|
|
2017
Q2 | $3.37M | Sell |
27,574
-11,075
| -29% | -$1.36M | 0.96% | 29 |
|
|
2017
Q1 | $4.57M | Buy |
38,649
+3,985
| +11% | +$471K | 1.35% | 20 |
|
|
2016
Q4 | $3.89M | Buy |
+34,664
| New | +$3.89M | 1.3% | 19 |
|