SPIA
Strategic Point Investment 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 | $40.4M | Buy |
95,063
+719
| +0.8% | +$305K | 6.22% | 6 |
|
|
2025
Q1 | $34.1M | Sell |
94,344
-946
| -1% | -$342K | 5.67% | 6 |
|
|
2024
Q4 | $38.3M | Buy |
95,290
+33,078
| +53% | +$13.3M | 6.24% | 6 |
|
|
2024
Q3 | $23.4M | Buy |
62,212
+112
| +0.2% | +$42K | 3.85% | 11 |
|
|
2024
Q2 | $22.6M | Sell |
62,100
-175
| -0.3% | -$63.8K | 4.05% | 11 |
|
|
2024
Q1 | $21M | Buy |
62,275
+36,571
| +142% | +$12.3M | 3.81% | 11 |
|
|
2023
Q4 | $7.79M | Sell |
25,704
-155
| -0.6% | -$47K | 1.51% | 18 |
|
|
2023
Q3 | $6.88M | Sell |
25,859
-198
| -0.8% | -$52.7K | 1.47% | 19 |
|
|
2023
Q2 | $7.17M | Sell |
26,057
-878
| -3% | -$242K | 1.47% | 19 |
|
|
2023
Q1 | $6.58M | Sell |
26,935
-20,110
| -43% | -$4.91M | 1.46% | 19 |
|
|
2022
Q4 | $10.1M | Buy |
47,045
+744
| +2% | +$159K | 2.43% | 16 |
|
|
2022
Q3 | $9.74M | Sell |
46,301
-33,260
| -42% | -$7M | 2.73% | 16 |
|
|
2022
Q2 | $17.4M | Buy |
79,561
+820
| +1% | +$179K | 4.84% | 7 |
|
|
2022
Q1 | $21.9M | Sell |
78,741
-846
| -1% | -$235K | 4.99% | 8 |
|
|
2021
Q4 | $24.3M | Buy |
79,587
+441
| +0.6% | +$135K | 5.49% | 7 |
|
|
2021
Q3 | $21.7M | Sell |
79,146
-357
| -0.4% | -$97.8K | 5.31% | 8 |
|
|
2021
Q2 | $21.6M | Sell |
79,503
-996
| -1% | -$270K | 5.25% | 8 |
|
|
2021
Q1 | $19.6M | Buy |
80,499
+495
| +0.6% | +$120K | 5.18% | 9 |
|
|
2020
Q4 | $19.5M | Sell |
80,004
-1,284
| -2% | -$314K | 5.42% | 7 |
|
|
2020
Q3 | $17.6M | Sell |
81,288
-444
| -0.5% | -$96.3K | 5.61% | 8 |
|
|
2020
Q2 | $16.8M | Buy |
81,732
+22,627
| +38% | +$4.65M | 5.5% | 8 |
|
|
2020
Q1 | $8.9M | Buy |
59,105
+35,780
| +153% | +$5.39M | 3.82% | 11 |
|
|
2019
Q4 | $4.1M | Buy |
23,325
+105
| +0.5% | +$18.5K | 1.5% | 14 |
|
|
2019
Q3 | $3.71M | Sell |
23,220
-595
| -2% | -$95K | 1.45% | 14 |
|
|
2019
Q2 | $3.75M | Sell |
23,815
-737
| -3% | -$116K | 1.59% | 12 |
|
|
2019
Q1 | $3.72M | Sell |
24,552
-2,382
| -9% | -$361K | 1.67% | 12 |
|
|
2018
Q4 | $3.53M | Sell |
26,934
-800
| -3% | -$105K | 1.67% | 12 |
|
|
2018
Q3 | $4.33K | Sell |
27,734
-590
| -2% | -$92 | 0.1% | 14 |
|
|
2018
Q2 | $4.07M | Sell |
28,324
-171
| -0.6% | -$24.6K | 1.6% | 13 |
|
|
2018
Q1 | $3.88M | Sell |
28,495
-35,630
| -56% | -$4.85M | 1.59% | 14 |
|
|
2017
Q4 | $8.64M | Sell |
64,125
-3,170
| -5% | -$427K | 3.38% | 11 |
|
|
2017
Q3 | $8.42M | Sell |
67,295
-930
| -1% | -$116K | 3.13% | 12 |
|
|
2017
Q2 | $8.12M | Sell |
68,225
-825
| -1% | -$98.2K | 3.16% | 12 |
|
|
2017
Q1 | $7.86K | Sell |
69,050
-885
| -1% | -$101 | 0.06% | 11 |
|
|
2016
Q4 | $7.34M | Buy |
69,935
+655
| +0.9% | +$68.7K | 3.01% | 11 |
|
|
2016
Q3 | $7.22M | Sell |
69,280
-845
| -1% | -$88K | 3.15% | 10 |
|
|
2016
Q2 | $7.04M | Sell |
70,125
-775
| -1% | -$77.8K | 3.14% | 9 |
|
|
2016
Q1 | $7.07M | Buy |
70,900
+1,275
| +2% | +$127K | 3.18% | 8 |
|
|
2015
Q4 | $6.93M | Buy |
+69,625
| New | +$6.93M | 2.97% | 9 |
|