SWM
SVA Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.09M | Buy |
4,501
+249
| +6% | +$60K | 0.09% | 127 |
|
|
2020
Q3 | $922K | Buy |
4,252
+117
| +3% | +$25.4K | 0.09% | 123 |
|
|
2020
Q2 | $794K | Sell |
4,135
-272
| -6% | -$52.2K | 0.08% | 122 |
|
|
2020
Q1 | $664K | Sell |
4,407
-155
| -3% | -$23.4K | 0.08% | 127 |
|
|
2019
Q4 | $803K | Buy |
4,562
+2,749
| +152% | +$484K | 0.07% | 129 |
|
|
2019
Q3 | $289K | Hold |
1,813
| – | – | 0.03% | 173 |
|
|
2019
Q2 | $285K | Sell |
1,813
-554
| -23% | -$87.1K | 0.03% | 181 |
|
|
2019
Q1 | $358K | Hold |
2,367
| – | – | 0.03% | 171 |
|
|
2018
Q4 | $310K | Buy |
2,367
+244
| +11% | +$32K | 0.03% | 176 |
|
|
2018
Q3 | $331K | Buy |
2,123
+134
| +7% | +$20.9K | 0.03% | 180 |
|
|
2018
Q2 | $286K | Sell |
1,989
-65
| -3% | -$9.35K | 0.03% | 184 |
|
|
2018
Q1 | $257K | Buy |
2,054
+65
| +3% | +$8.13K | 0.03% | 190 |
|
|
2017
Q4 | $268K | Sell |
1,989
-65
| -3% | -$8.76K | 0.03% | 186 |
|
|
2017
Q3 | $257K | Sell |
2,054
-7
| -0.3% | -$876 | 0.03% | 190 |
|
|
2017
Q2 | $245K | Buy |
2,061
+82
| +4% | +$9.75K | 0.03% | 185 |
|
|
2017
Q1 | $225K | Buy |
+1,979
| New | +$225K | 0.03% | 181 |
|
|
2016
Q3 | – | Sell |
-2,428
| Closed | -$244K | – | 202 |
|
|
2016
Q2 | $244K | Buy |
+2,428
| New | +$244K | 0.04% | 177 |
|
|
2015
Q3 | – | Sell |
-5,269
| Closed | -$522K | – | 207 |
|
|
2015
Q2 | $522K | Sell |
5,269
-150
| -3% | -$14.9K | 0.1% | 151 |
|
|
2015
Q1 | $536K | Buy |
+5,419
| New | +$536K | 0.1% | 156 |
|