SWP
Summit Wealth Partners’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 | $23.8M | Buy |
56,061
+3,389
| +6% | +$1.44M | 4.54% | 2 |
|
|
2025
Q1 | $19M | Buy |
52,672
+314
| +0.6% | +$113K | 3.86% | 4 |
|
|
2024
Q4 | $21M | Sell |
52,358
-2,306
| -4% | -$926K | 4.32% | 4 |
|
|
2024
Q3 | $20.5M | Sell |
54,664
-903
| -2% | -$339K | 3.95% | 4 |
|
|
2024
Q2 | $20.3M | Sell |
55,567
-3,686
| -6% | -$1.34M | 4.2% | 4 |
|
|
2024
Q1 | $20M | Sell |
59,253
-1,622
| -3% | -$547K | 4.26% | 5 |
|
|
2023
Q4 | $18.5M | Sell |
60,875
-1,429
| -2% | -$433K | 4.28% | 4 |
|
|
2023
Q3 | $16.6M | Sell |
62,304
-274
| -0.4% | -$72.9K | 4.23% | 6 |
|
|
2023
Q2 | $17.2M | Sell |
62,578
-2,286
| -4% | -$629K | 4.32% | 6 |
|
|
2023
Q1 | $15.8M | Buy |
64,864
+1,459
| +2% | +$356K | 4.07% | 7 |
|
|
2022
Q4 | $13.6M | Sell |
63,405
-3,536
| -5% | -$758K | 3.6% | 7 |
|
|
2022
Q3 | $14.1M | Sell |
66,941
-3,896
| -5% | -$820K | 3.97% | 7 |
|
|
2022
Q2 | $15.5M | Sell |
70,837
-6,337
| -8% | -$1.39M | 4.15% | 7 |
|
|
2022
Q1 | $21.4M | Sell |
77,174
-749
| -1% | -$208K | 4.85% | 5 |
|
|
2021
Q4 | $23.8M | Buy |
77,923
+794
| +1% | +$243K | 5.11% | 5 |
|
|
2021
Q3 | $21.1M | Buy |
77,129
+1,063
| +1% | +$291K | 4.99% | 5 |
|
|
2021
Q2 | $20.7M | Buy |
76,066
+1,738
| +2% | +$472K | 4.93% | 5 |
|
|
2021
Q1 | $18.1M | Buy |
74,328
+3,315
| +5% | +$806K | 4.63% | 5 |
|
|
2020
Q4 | $17.1M | Buy |
71,013
+4,837
| +7% | +$1.17M | 4.66% | 5 |
|
|
2020
Q3 | $14.4M | Buy |
66,176
+2,930
| +5% | +$635K | 4.31% | 5 |
|
|
2020
Q2 | $12.1M | Buy |
63,246
+64
| +0.1% | +$12.3K | 3.92% | 6 |
|
|
2020
Q1 | $9.52M | Sell |
63,182
-801
| -1% | -$121K | 3.87% | 7 |
|
|
2019
Q4 | $11.3M | Buy |
+63,983
| New | +$11.3M | 3.89% | 8 |
|