SWA
Strategies 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 | $1.56M | Sell |
3,670
-168
| -4% | -$71.3K | 0.17% | 42 |
|
|
2025
Q1 | $1.39M | Buy |
3,838
+1,660
| +76% | +$599K | 0.17% | 44 |
|
|
2024
Q4 | $898K | Sell |
2,178
-165
| -7% | -$68K | 0.11% | 56 |
|
|
2024
Q3 | $879K | Sell |
2,343
-66
| -3% | -$24.8K | 0.12% | 44 |
|
|
2024
Q2 | $878K | Buy |
2,409
+38
| +2% | +$13.8K | 0.13% | 42 |
|
|
2024
Q1 | $799K | Buy |
2,371
+166
| +8% | +$56K | 0.12% | 47 |
|
|
2023
Q4 | $669K | Sell |
2,205
-331
| -13% | -$100K | 0.11% | 49 |
|
|
2023
Q3 | $675K | Hold |
2,536
| – | – | 0.13% | 46 |
|
|
2023
Q2 | $698K | Buy |
+2,536
| New | +$698K | 0.14% | 48 |
|