SWM
Spire 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 | $21.7M | Sell |
51,033
-582
| -1% | -$247K | 0.78% | 24 |
|
|
2025
Q1 | $18.6M | Buy |
51,615
+119
| +0.2% | +$43K | 0.6% | 35 |
|
|
2024
Q4 | $20.7M | Sell |
51,496
-150
| -0.3% | -$60.2K | 0.64% | 30 |
|
|
2024
Q3 | $19.4M | Sell |
51,646
-5
| -0% | -$1.88K | 0.65% | 33 |
|
|
2024
Q2 | $18.8M | Sell |
51,651
-780
| -1% | -$284K | 0.66% | 30 |
|
|
2024
Q1 | $17.7M | Buy |
52,431
+201
| +0.4% | +$67.7K | 0.32% | 73 |
|
|
2023
Q4 | $16.3M | Buy |
52,230
+125
| +0.2% | +$39K | 0.54% | 37 |
|
|
2023
Q3 | $13.9M | Sell |
52,105
-158
| -0.3% | -$42K | 0.53% | 43 |
|
|
2023
Q2 | $14.4M | Buy |
52,263
+102
| +0.2% | +$28.1K | 0.53% | 38 |
|
|
2023
Q1 | $12.7M | Buy |
52,161
+268
| +0.5% | +$65.5K | 0.5% | 39 |
|
|
2022
Q4 | $11.1M | Buy |
51,893
+685
| +1% | +$147K | 0.63% | 34 |
|
|
2022
Q3 | $10.8M | Sell |
51,208
-2,243
| -4% | -$472K | 0.65% | 30 |
|
|
2022
Q2 | $11.7M | Sell |
53,451
-2,294
| -4% | -$502K | 0.48% | 47 |
|
|
2022
Q1 | $15.5M | Sell |
55,745
-2,807
| -5% | -$779K | 0.41% | 61 |
|
|
2021
Q4 | $17.9M | Buy |
58,552
+3,042
| +5% | +$930K | 0.4% | 62 |
|
|
2021
Q3 | $15.2M | Buy |
55,510
+678
| +1% | +$186K | 0.4% | 63 |
|
|
2021
Q2 | $14.8M | Sell |
54,832
-2,614
| -5% | -$708K | 0.4% | 60 |
|
|
2021
Q1 | $14M | Buy |
+57,446
| New | +$14M | 0.37% | 65 |
|