Sugarloaf Wealth Management’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
Q4 | $519K | Hold |
1,293
| – | – | 0.1% | 92 |
|
|
2024
Q3 | $485K | Hold |
1,293
| – | – | 0.09% | 95 |
|
|
2024
Q2 | $471K | Sell |
1,293
-250
| -16% | -$91.1K | 0.1% | 90 |
|
|
2024
Q1 | $520K | Hold |
1,543
| – | – | 0.11% | 85 |
|
|
2023
Q4 | $468K | Hold |
1,543
| – | – | 0.11% | 85 |
|
|
2023
Q3 | $410K | Hold |
1,543
| – | – | 0.1% | 85 |
|
|
2023
Q2 | $425K | Hold |
1,543
| – | – | 0.1% | 88 |
|
|
2023
Q1 | $377K | Hold |
1,543
| – | – | 0.09% | 90 |
|
|
2022
Q4 | $331K | Sell |
1,543
-15
| -1% | -$3.21K | 0.08% | 94 |
|
|
2022
Q3 | $328K | Hold |
1,558
| – | – | 0.08% | 92 |
|
|
2022
Q2 | $341K | Hold |
1,558
| – | – | 0.09% | 87 |
|
|
2022
Q1 | $433K | Hold |
1,558
| – | – | 0.1% | 77 |
|
|
2021
Q4 | $476K | Hold |
1,558
| – | – | 0.11% | 72 |
|
|
2021
Q3 | $427K | Hold |
1,558
| – | – | 0.11% | 75 |
|
|
2021
Q2 | $423K | Hold |
1,558
| – | – | 0.12% | 75 |
|
|
2021
Q1 | $379 | Hold |
1,558
| – | – | 0.11% | 81 |
|
|
2020
Q4 | $376K | Hold |
1,558
| – | – | 0.13% | 78 |
|
|
2020
Q3 | $338K | Hold |
1,558
| – | – | 0.12% | 79 |
|
|
2020
Q2 | $299K | Hold |
1,558
| – | – | 0.11% | 88 |
|
|
2020
Q1 | $235K | Sell |
1,558
-100
| -6% | -$15.1K | 0.11% | 93 |
|
|
2019
Q4 | $292K | Buy |
+1,658
| New | +$292K | 0.12% | 98 |
|