SWRP
Summit Wealth & Retirement Planning’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 | $4.76M | Sell |
11,201
-178
| -2% | -$75.6K | 1.28% | 18 |
|
|
2025
Q1 | $4.11M | Sell |
11,379
-94
| -0.8% | -$33.9K | 1.26% | 17 |
|
|
2024
Q4 | $4.61M | Buy |
11,473
+739
| +7% | +$297K | 1.43% | 17 |
|
|
2024
Q3 | $4.03M | Sell |
10,734
-660
| -6% | -$248K | 1.29% | 17 |
|
|
2024
Q2 | $4.15M | Sell |
11,394
-186
| -2% | -$67.8K | 1.41% | 17 |
|
|
2024
Q1 | $3.9M | Sell |
11,580
-38
| -0.3% | -$12.8K | 1.39% | 17 |
|
|
2023
Q4 | $3.52M | Sell |
11,618
-708
| -6% | -$215K | 1.49% | 16 |
|
|
2023
Q3 | $3.28M | Buy |
12,326
+120
| +1% | +$31.9K | 1.32% | 19 |
|
|
2023
Q2 | $3.36M | Sell |
12,206
-637
| -5% | -$175K | 1.32% | 20 |
|
|
2023
Q1 | $3.14M | Buy |
12,843
+1,129
| +10% | +$276K | 1.17% | 21 |
|
|
2022
Q4 | $2.51M | Sell |
11,714
-3,927
| -25% | -$841K | 1.02% | 21 |
|
|
2022
Q3 | $3.29M | Sell |
15,641
-2,838
| -15% | -$597K | 1.31% | 20 |
|
|
2022
Q2 | $4.04M | Buy |
18,479
+4,376
| +31% | +$957K | 1.55% | 17 |
|
|
2022
Q1 | $3.92M | Buy |
14,103
+6,090
| +76% | +$1.69M | 1.38% | 19 |
|
|
2021
Q4 | $2.45M | Buy |
8,013
+916
| +13% | +$280K | 0.84% | 25 |
|
|
2021
Q3 | $1.95M | Hold |
7,097
| – | – | 0.71% | 28 |
|
|
2021
Q2 | $1.93M | Sell |
7,097
-572
| -7% | -$155K | 0.71% | 30 |
|
|
2021
Q1 | $1.86M | Sell |
7,669
-76
| -1% | -$18.5K | 0.69% | 31 |
|
|
2020
Q4 | $1.87M | Buy |
7,745
+620
| +9% | +$150K | 0.71% | 30 |
|
|
2020
Q3 | $1.55M | Sell |
7,125
-634
| -8% | -$137K | 0.66% | 32 |
|
|
2020
Q2 | $1.49M | Sell |
7,759
-60
| -0.8% | -$11.5K | 0.7% | 35 |
|
|
2020
Q1 | $1.18M | Buy |
7,819
+1,764
| +29% | +$266K | 0.63% | 41 |
|
|
2019
Q4 | $1.07M | Sell |
6,055
-261
| -4% | -$45.9K | 0.47% | 42 |
|
|
2019
Q3 | $1.01M | Sell |
6,316
-373
| -6% | -$59.5K | 0.61% | 36 |
|
|
2019
Q2 | $1.05M | Sell |
6,689
-579
| -8% | -$91.1K | 0.62% | 40 |
|
|
2019
Q1 | $1.1M | Buy |
7,268
+5
| +0.1% | +$757 | 0.65% | 36 |
|
|
2018
Q4 | $951K | Buy |
+7,263
| New | +$951K | 0.72% | 34 |
|