Strategic Family Wealth Counselors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.09M | Sell |
14,339
-216
| -1% | -$91.7K | 1.73% | 19 |
|
|
2025
Q1 | $5.26M | Buy |
14,555
+143
| +1% | +$51.6K | 1.71% | 19 |
|
|
2024
Q4 | $5.79M | Buy |
14,412
+488
| +4% | +$196K | 1.88% | 19 |
|
|
2024
Q3 | $5.23M | Buy |
13,924
+286
| +2% | +$107K | 1.83% | 20 |
|
|
2024
Q2 | $4.97M | Buy |
13,638
+99
| +0.7% | +$36.1K | 1.89% | 20 |
|
|
2024
Q1 | $4.56M | Buy |
13,539
+252
| +2% | +$84.9K | 1.8% | 21 |
|
|
2023
Q4 | $4.03M | Buy |
13,287
+80
| +0.6% | +$24.3K | 1.69% | 22 |
|
|
2023
Q3 | $3.51M | Buy |
13,207
+208
| +2% | +$55.3K | 1.69% | 23 |
|
|
2023
Q2 | $3.58M | Buy |
12,999
+122
| +0.9% | +$33.6K | 1.64% | 23 |
|
|
2023
Q1 | $3.15M | Buy |
12,877
+44
| +0.3% | +$10.8K | 1.49% | 24 |
|
|
2022
Q4 | $2.75M | Sell |
12,833
-7,823
| -38% | -$1.68M | 1.36% | 26 |
|
|
2022
Q3 | $4.35M | Buy |
20,656
+4,655
| +29% | +$979K | 2.13% | 18 |
|
|
2022
Q2 | $3.5M | Buy |
16,001
+1,029
| +7% | +$225K | 1.68% | 23 |
|
|
2022
Q1 | $4.16M | Sell |
14,972
-184
| -1% | -$51.1K | 1.68% | 23 |
|
|
2021
Q4 | $4.63M | Buy |
15,156
+598
| +4% | +$183K | 1.49% | 22 |
|
|
2021
Q3 | $3.99M | Buy |
14,558
+2,228
| +18% | +$610K | 1.36% | 23 |
|
|
2021
Q2 | $3.35M | Buy |
12,330
+1,680
| +16% | +$456K | 1.09% | 24 |
|
|
2021
Q1 | $2.59M | Sell |
10,650
-178
| -2% | -$43.3K | 0.98% | 25 |
|
|
2020
Q4 | $2.61M | Buy |
10,828
+912
| +9% | +$220K | 1.35% | 22 |
|
|
2020
Q3 | $2.15M | Buy |
9,916
+1,235
| +14% | +$268K | 1.21% | 21 |
|
|
2020
Q2 | $1.67M | Buy |
8,681
+1,507
| +21% | +$289K | 1.05% | 23 |
|
|
2020
Q1 | $1.08M | Buy |
+7,174
| New | +$1.08M | 0.81% | 27 |
|