Sugarloaf Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $519K | Hold |
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|
2024
Q3 | $485K | Hold |
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|
2024
Q2 | $471K | Sell |
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|
2024
Q1 | $520K | Hold |
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|
2023
Q4 | $468K | Hold |
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|
2023
Q3 | $410K | Hold |
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|
2023
Q2 | $425K | Hold |
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|
2023
Q1 | $377K | Hold |
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $328K | Hold |
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|
2022
Q2 | $341K | Hold |
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|
2022
Q1 | $433K | Hold |
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|
2021
Q4 | $476K | Hold |
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|
2021
Q3 | $427K | Hold |
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|
2021
Q2 | $423K | Hold |
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|
2021
Q1 | $379 | Hold |
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|
2020
Q4 | $376K | Hold |
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|
2020
Q3 | $338K | Hold |
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|
2020
Q2 | $299K | Hold |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $292K | Buy |
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