SFS
Summit Financial Strategies’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 | $3.15M | Buy |
7,419
+1,387
| +23% | +$589K | 0.29% | 34 |
|
|
2025
Q1 | $2.18M | Buy |
6,032
+1,011
| +20% | +$365K | 0.22% | 41 |
|
|
2024
Q4 | $2.02M | Sell |
5,021
-59
| -1% | -$23.7K | 0.22% | 38 |
|
|
2024
Q3 | $1.91M | Sell |
5,080
-334
| -6% | -$125K | 0.21% | 38 |
|
|
2024
Q2 | $1.97M | Buy |
5,414
+43
| +0.8% | +$15.7K | 0.25% | 36 |
|
|
2024
Q1 | $1.81M | Sell |
5,371
-147
| -3% | -$49.5K | 0.25% | 35 |
|
|
2023
Q4 | $1.67M | Sell |
5,518
-204
| -4% | -$61.8K | 0.26% | 35 |
|
|
2023
Q3 | $1.52M | Sell |
5,722
-330
| -5% | -$87.8K | 0.29% | 31 |
|
|
2023
Q2 | $1.67M | Buy |
6,052
+838
| +16% | +$231K | 0.31% | 29 |
|
|
2023
Q1 | $1.27M | Hold |
5,214
| – | – | 0.25% | 33 |
|
|
2022
Q4 | $1.12M | Buy |
5,214
+201
| +4% | +$43.1K | 0.24% | 35 |
|
|
2022
Q3 | $1.06M | Sell |
5,013
-502
| -9% | -$106K | 0.25% | 35 |
|
|
2022
Q2 | $1.21M | Buy |
5,515
+123
| +2% | +$26.9K | 0.28% | 30 |
|
|
2022
Q1 | $1.5M | Sell |
5,392
-192
| -3% | -$53.3K | 0.3% | 24 |
|
|
2021
Q4 | $1.71M | Hold |
5,584
| – | – | 0.33% | 23 |
|
|
2021
Q3 | $1.53M | Sell |
5,584
-17
| -0.3% | -$4.66K | 0.29% | 24 |
|
|
2021
Q2 | $1.52M | Buy |
5,601
+781
| +16% | +$212K | 0.3% | 25 |
|
|
2021
Q1 | $1.17M | Buy |
4,820
+96
| +2% | +$23.3K | 0.42% | 18 |
|
|
2020
Q4 | $1.14M | Hold |
4,724
| – | – | 0.39% | 24 |
|
|
2020
Q3 | $1.03M | Sell |
4,724
-10
| -0.2% | -$2.17K | 0.42% | 23 |
|
|
2020
Q2 | $909K | Hold |
4,734
| – | – | 0.4% | 22 |
|
|
2020
Q1 | $713K | Hold |
4,734
| – | – | 0.39% | 21 |
|
|
2019
Q4 | $833K | Sell |
4,734
-72
| -1% | -$12.7K | 0.41% | 20 |
|
|
2019
Q3 | $767K | Hold |
4,806
| – | – | 0.37% | 19 |
|
|
2019
Q2 | $756K | Hold |
4,806
| – | – | 0.37% | 18 |
|
|
2019
Q1 | $727K | Hold |
4,806
| – | – | 0.37% | 21 |
|
|
2018
Q4 | $629K | Hold |
4,806
| – | – | 0.35% | 23 |
|
|
2018
Q3 | $750K | Hold |
4,806
| – | – | 0.34% | 20 |
|
|
2018
Q2 | $691K | Hold |
4,806
| – | – | 0.34% | 22 |
|
|
2018
Q1 | $654K | Hold |
4,806
| – | – | 0.34% | 20 |
|
|
2017
Q4 | $647K | Hold |
4,806
| – | – | 0.34% | 23 |
|
|
2017
Q3 | $601K | Hold |
4,806
| – | – | 0.35% | 22 |
|
|
2017
Q2 | $572K | Hold |
4,806
| – | – | 0.34% | 21 |
|
|
2017
Q1 | $547K | Hold |
4,806
| – | – | 0.4% | 19 |
|
|
2016
Q4 | $504K | Hold |
4,806
| – | – | 0.34% | 21 |
|
|
2016
Q3 | $501K | Sell |
4,806
-45
| -0.9% | -$4.69K | 0.35% | 19 |
|
|
2016
Q2 | $487K | Hold |
4,851
| – | – | 0.36% | 22 |
|
|
2016
Q1 | $484K | Hold |
4,851
| – | – | 0.35% | 19 |
|
|
2015
Q4 | $483K | Hold |
4,851
| – | – | 0.38% | 21 |
|
|
2015
Q3 | $451K | Hold |
4,851
| – | – | 0.37% | 23 |
|
|
2015
Q2 | $480K | Hold |
4,851
| – | – | 0.37% | 24 |
|
|
2015
Q1 | $480K | Sell |
4,851
-1,068
| -18% | -$106K | 0.39% | 21 |
|
|
2014
Q4 | $566K | Buy |
+5,919
| New | +$566K | 0.46% | 24 |
|