Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $169M | Buy |
501,970
+3,462
| +0.7% | +$1.17M | 18.67% | 1 |
|
|
2023
Q4 | $151M | Buy |
498,508
+6,361
| +1% | +$1.93M | 19.06% | 1 |
|
|
2023
Q3 | $131M | Buy |
492,147
+12,023
| +3% | +$3.2M | 19.45% | 1 |
|
|
2023
Q2 | $132M | Buy |
480,124
+20,262
| +4% | +$5.58M | 19.11% | 1 |
|
|
2023
Q1 | $112M | Buy |
459,862
+23,946
| +5% | +$5.83M | 18.32% | 1 |
|
|
2022
Q4 | $93.4M | Buy |
435,916
+1,409
| +0.3% | +$302K | 19.82% | 1 |
|
|
2022
Q3 | $91.4M | Buy |
434,507
+4,335
| +1% | +$912K | 21.27% | 1 |
|
|
2022
Q2 | $94.1M | Buy |
430,172
+16,333
| +4% | +$3.57M | 20.95% | 1 |
|
|
2022
Q1 | $115M | Sell |
413,839
-5,134
| -1% | -$1.43M | 21.88% | 1 |
|
|
2021
Q4 | $128M | Sell |
418,973
-2,958
| -0.7% | -$904K | 22.2% | 1 |
|
|
2021
Q3 | $116M | Buy |
+421,931
| New | +$116M | 22.01% | 1 |
|
|
2021
Q1 | $105M | Sell |
429,997
-2,051
| -0.5% | -$498K | 20.99% | 1 |
|
|
2020
Q4 | $104M | Buy |
432,048
+88
| +0% | +$21.2K | 22.09% | 1 |
|
|
2020
Q3 | $93.7M | Sell |
431,960
-12,254
| -3% | -$2.66M | 22.65% | 1 |
|
|
2020
Q2 | $85.3M | Sell |
444,214
-12,292
| -3% | -$2.36M | 21.42% | 1 |
|
|
2020
Q1 | $68.8M | Sell |
456,506
-318
| -0.1% | -$47.9K | 20.01% | 1 |
|
|
2019
Q4 | $80.4M | Sell |
456,824
-11,021
| -2% | -$1.94M | 19.05% | 1 |
|
|
2019
Q3 | $74.7M | Sell |
467,845
-6,466
| -1% | -$1.03M | 20.53% | 1 |
|
|
2019
Q2 | $74.6M | Buy |
474,311
+18,904
| +4% | +$2.97M | 21.95% | 1 |
|
|
2019
Q1 | $68.9M | Buy |
455,407
+11,827
| +3% | +$1.79M | 22.5% | 1 |
|
|
2018
Q4 | $58.1M | Buy |
443,580
+34,343
| +8% | +$4.5M | 22.12% | 2 |
|
|
2018
Q3 | $75.8K | Buy |
409,237
+21,632
| +6% | +$4.01K | 1.63% | 6 |
|
|
2018
Q2 | $55.7K | Buy |
387,605
+8,862
| +2% | +$1.27K | 1.1% | 14 |
|
|
2018
Q1 | $51.5K | Buy |
378,743
+573
| +0.2% | +$78 | 4.03% | 8 |
|
|
2017
Q4 | $50.9M | Buy |
378,170
+1,496
| +0.4% | +$201K | 22.63% | 1 |
|
|
2017
Q3 | $47.1M | Buy |
376,674
+6,989
| +2% | +$874K | 20.98% | 1 |
|
|
2017
Q2 | $44M | Sell |
369,685
-711
| -0.2% | -$84.6K | 21.39% | 1 |
|
|
2017
Q1 | $42.2M | Buy |
370,396
+6,867
| +2% | +$781K | 21.43% | 1 |
|
|
2016
Q4 | $38.1M | Buy |
363,529
+64,286
| +21% | +$6.74M | 18.07% | 2 |
|
|
2016
Q3 | $31.2M | Buy |
299,243
+39,708
| +15% | +$4.14M | 16.37% | 2 |
|
|
2016
Q2 | $26M | Buy |
+259,535
| New | +$26M | 14.83% | 2 |
|