Strategic Wealth Partners’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 | $636K | Buy |
+1,497
| New | +$636K | 0.05% | 187 |
|
|
2024
Q4 | $365K | Sell |
879
-52
| -6% | -$21.6K | 0.03% | 243 |
|
|
2024
Q3 | $349K | Buy |
931
+3
| +0.3% | +$1.13K | 0.03% | 235 |
|
|
2024
Q2 | $338K | Sell |
928
-693
| -43% | -$253K | 0.04% | 225 |
|
|
2024
Q1 | $546K | Buy |
1,621
+753
| +87% | +$254K | 0.06% | 189 |
|
|
2023
Q4 | $263K | Sell |
868
-81
| -9% | -$24.6K | 0.03% | 236 |
|
|
2023
Q3 | $252K | Sell |
949
-117
| -11% | -$31.1K | 0.03% | 255 |
|
|
2023
Q2 | $293K | Sell |
1,066
-657
| -38% | -$181K | 0.04% | 248 |
|
|
2023
Q1 | $421K | Buy |
1,723
+418
| +32% | +$102K | 0.06% | 187 |
|
|
2022
Q4 | $280K | Sell |
1,305
-272
| -17% | -$58.3K | 0.05% | 217 |
|
|
2022
Q3 | $332K | Buy |
1,577
+120
| +8% | +$25.2K | 0.07% | 211 |
|
|
2022
Q2 | $319K | Sell |
1,457
-97
| -6% | -$21.2K | 0.07% | 192 |
|
|
2022
Q1 | $431K | Sell |
1,554
-40,534
| -96% | -$11.2M | 0.08% | 188 |
|
|
2021
Q4 | $12.9M | Buy |
42,088
+1,092
| +3% | +$334K | 2.44% | 3 |
|
|
2021
Q3 | $11.2M | Sell |
40,996
-208
| -0.5% | -$57K | 3.3% | 3 |
|
|
2021
Q2 | $11.2M | Sell |
41,204
-2,783
| -6% | -$756K | 3.65% | 3 |
|
|
2021
Q1 | $10.7M | Sell |
43,987
-234
| -0.5% | -$56.9K | 4.27% | 3 |
|
|
2020
Q4 | $10.7M | Sell |
44,221
-22,229
| -33% | -$5.36M | 4.47% | 3 |
|
|
2020
Q3 | $14.4M | Buy |
66,450
+16,721
| +34% | +$3.63M | 7.29% | 2 |
|
|
2020
Q2 | $9.55M | Buy |
49,729
+47,736
| +2,395% | +$9.16M | 4.93% | 3 |
|
|
2020
Q1 | $351K | Hold |
1,993
| – | – | 0.18% | 104 |
|
|
2019
Q4 | $351K | Buy |
1,993
+459
| +30% | +$80.8K | 0.18% | 104 |
|
|
2019
Q3 | $16.2K | Buy |
1,534
+764
| +99% | +$8.06K | 0.08% | 122 |
|
|
2019
Q2 | $121K | Buy |
770
+398
| +107% | +$62.5K | 0.06% | 163 |
|
|
2019
Q1 | $57K | Buy |
+372
| New | +$57K | 0.03% | 223 |
|
|
2018
Q2 | – | Sell |
-187
| Closed | -$25K | – | 792 |
|
|
2018
Q1 | $25K | Buy |
+187
| New | +$25K | 0.01% | 320 |
|