Stonebridge Financial Planning Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.79M | Sell |
35,508
-1,104
| -3% | -$125K | 1.39% | 17 |
|
|
2025
Q4 | $4.33M | Sell |
36,612
-168
| -0.5% | -$19.9K | 1.56% | 16 |
|
|
2025
Q3 | $4.31M | Buy |
36,780
+4
| +0% | +$445 | 1.62% | 11 |
|
|
2025
Q2 | $3.9M | Sell |
36,776
-1,160
| -3% | -$111K | 1.63% | 11 |
|
|
2025
Q1 | $3.42M | Sell |
37,936
-1,376
| -4% | -$136K | 1.56% | 12 |
|
|
2024
Q4 | $3.95M | Buy |
39,312
+11,896
| +43% | +$1.17M | 1.76% | 9 |
|
|
2024
Q3 | $2.57M | Sell |
27,416
-96
| -0.3% | -$8.7K | 1.23% | 20 |
|
|
2024
Q2 | $2.51M | Sell |
27,512
-200
| -0.7% | -$17.1K | 1.26% | 17 |
|
|
2024
Q1 | $2.34M | Sell |
27,712
-1,104
| -4% | -$89K | 1.23% | 16 |
|
|
2023
Q4 | $2.18M | Buy |
28,816
+92
| +0.3% | +$6.51K | 1.26% | 19 |
|
|
2023
Q3 | $1.91M | Sell |
28,724
-200
| -0.7% | -$13.8K | 1.23% | 24 |
|
|
2023
Q2 | $1.99M | Sell |
28,924
-712
| -2% | -$45.3K | 1.21% | 26 |
|
|
2023
Q1 | $1.81M | Sell |
29,636
-2,632
| -8% | -$152K | 1.17% | 25 |
|
|
2022
Q4 | $1.73M | Sell |
32,268
-2,104
| -6% | -$116K | 1.15% | 25 |
|
|
2022
Q3 | $1.81M | Sell |
34,372
-1,140
| -3% | -$67K | 1.26% | 23 |
|
|
2022
Q2 | $1.94M | Sell |
35,512
-4,600
| -11% | -$276K | 1.32% | 21 |
|
|
2022
Q1 | $2.78M | Buy |
40,112
+384
| +1% | +$26.2K | 1.56% | 20 |
|
|
2021
Q4 | $2.69M | Sell |
39,728
-360
| -0.9% | -$26.7K | 1.41% | 20 |
|
|
2021
Q3 | $3.02M | Sell |
40,088
-1,364
| -3% | -$96.5K | 1.48% | 21 |
|
|
2021
Q2 | $2.89M | Buy |
41,452
+664
| +2% | +$42.8K | 1.53% | 17 |
|
|
2021
Q1 | $2.62M | Buy |
40,788
+3,260
| +9% | +$198K | 1.53% | 18 |
|
|
2020
Q4 | $2.26M | Buy |
37,528
+3,024
| +9% | +$172K | 1.43% | 22 |
|
|
2020
Q3 | $1.94M | Sell |
34,504
-5,396
| -14% | -$284K | 1.4% | 21 |
|
|
2020
Q2 | $1.95M | Buy |
39,900
+1,380
| +4% | +$60.8K | 1.66% | 19 |
|
|
2020
Q1 | $1.54M | Sell |
38,520
-2,120
| -5% | -$91.4K | 1.53% | 21 |
|
|
2019
Q4 | $1.79M | Buy |
+40,640
| New | +$1.7M | 1.62% | 20 |
|
Other funds holding IWF
