SWA
Strata Wealth 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 | $257K | Hold |
606
| – | – | 0.07% | 69 |
|
|
2025
Q1 | $219K | Sell |
606
-72
| -11% | -$26K | 0.07% | 66 |
|
|
2024
Q4 | $272K | Hold |
678
| – | – | 0.09% | 69 |
|
|
2024
Q3 | $255K | Hold |
678
| – | – | 0.08% | 66 |
|
|
2024
Q2 | $247K | Hold |
678
| – | – | 0.09% | 65 |
|
|
2024
Q1 | $229K | Hold |
678
| – | – | 0.08% | 70 |
|
|
2023
Q4 | $206K | Buy |
+678
| New | +$206K | 0.08% | 65 |
|