SFPG
Stonebridge Financial Planning Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
61,717
-2,023
| -3% | -$499K | 6.35% | 1 |
|
|
2025
Q1 | $13.4M | Sell |
63,740
-2,649
| -4% | -$559K | 6.14% | 1 |
|
|
2024
Q4 | $15.6M | Sell |
66,389
-934
| -1% | -$220K | 6.98% | 1 |
|
|
2024
Q3 | $14.8M | Sell |
67,323
-419
| -0.6% | -$92.2K | 7.06% | 1 |
|
|
2024
Q2 | $14.5M | Sell |
67,742
-1,168
| -2% | -$251K | 7.3% | 1 |
|
|
2024
Q1 | $13.4M | Sell |
68,910
-1,364
| -2% | -$266K | 7.11% | 1 |
|
|
2023
Q4 | $12.3M | Buy |
70,274
+166
| +0.2% | +$29.1K | 7.09% | 1 |
|
|
2023
Q3 | $10.8M | Sell |
70,108
-4,381
| -6% | -$674K | 6.92% | 1 |
|
|
2023
Q2 | $11.8M | Sell |
74,489
-1,595
| -2% | -$253K | 7.2% | 1 |
|
|
2023
Q1 | $10.6M | Sell |
76,084
-6,152
| -7% | -$855K | 6.82% | 1 |
|
|
2022
Q4 | $9.91M | Sell |
82,236
-2,448
| -3% | -$295K | 6.6% | 1 |
|
|
2022
Q3 | $10.1M | Buy |
84,684
+1,886
| +2% | +$225K | 7.08% | 1 |
|
|
2022
Q2 | $10.4M | Sell |
82,798
-2,765
| -3% | -$346K | 7.04% | 1 |
|
|
2022
Q1 | $13.6M | Buy |
85,563
+2,957
| +4% | +$470K | 7.61% | 1 |
|
|
2021
Q4 | $12.9M | Buy |
82,606
+1,806
| +2% | +$281K | 6.74% | 1 |
|
|
2021
Q3 | $13.6M | Buy |
80,800
+908
| +1% | +$153K | 6.66% | 1 |
|
|
2021
Q2 | $12.4M | Buy |
79,892
+1,526
| +2% | +$237K | 6.58% | 1 |
|
|
2021
Q1 | $11.2M | Sell |
78,366
-199
| -0.3% | -$28.4K | 6.53% | 1 |
|
|
2020
Q4 | $10.5M | Buy |
78,565
+3,722
| +5% | +$495K | 6.62% | 1 |
|
|
2020
Q3 | $9.38M | Buy |
74,843
+7,305
| +11% | +$915K | 6.74% | 1 |
|
|
2020
Q2 | $7.34M | Buy |
67,538
+5,332
| +9% | +$580K | 6.25% | 1 |
|
|
2020
Q1 | $5.54M | Buy |
62,206
+6,860
| +12% | +$610K | 5.52% | 1 |
|
|
2019
Q4 | $5.35M | Buy |
+55,346
| New | +$5.35M | 4.83% | 1 |
|