SW
SVB Wealth’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 | $17.8M | Buy |
+41,877
| New | +$17.8M | 0.95% | 23 |
|
|
2025
Q1 | – | Sell |
-71,385
| Closed | -$28.7M | – | 1639 |
|
|
2024
Q4 | $28.7M | Buy |
+71,385
| New | +$28.7M | 0.54% | 23 |
|
|
2024
Q3 | – | Sell |
-100,546
| Closed | -$36.6M | – | 317 |
|
|
2024
Q2 | $36.6M | Sell |
100,546
-74,760
| -43% | -$27.3M | 0.91% | 16 |
|
|
2024
Q1 | $59.1M | Sell |
175,306
-67,149
| -28% | -$22.6M | 1.32% | 10 |
|
|
2023
Q4 | $73.5M | Sell |
242,455
-231,217
| -49% | -$70.1M | 1.79% | 8 |
|
|
2023
Q3 | $126M | Sell |
473,672
-184,949
| -28% | -$49.2M | 2.77% | 7 |
|
|
2023
Q2 | $181M | Sell |
658,621
-539,141
| -45% | -$148M | 3.28% | 5 |
|
|
2023
Q1 | $293M | Sell |
1,197,762
-211,313
| -15% | -$51.6M | 4.09% | 6 |
|
|
2022
Q4 | $302M | Buy |
1,409,075
+16,801
| +1% | +$3.6M | 4.08% | 7 |
|
|
2022
Q3 | $293M | Buy |
1,392,274
+73,401
| +6% | +$15.4M | 4.28% | 6 |
|
|
2022
Q2 | $288M | Sell |
1,318,873
-119,413
| -8% | -$26.1M | 4.44% | 7 |
|
|
2022
Q1 | $399M | Sell |
1,438,286
-63,787
| -4% | -$17.7M | 5.35% | 4 |
|
|
2021
Q4 | $459M | Sell |
1,502,073
-48,982
| -3% | -$15M | 7.53% | 2 |
|
|
2021
Q3 | $425M | Sell |
1,551,055
-74,190
| -5% | -$20.3M | 5.46% | 3 |
|
|
2021
Q2 | $441M | Sell |
1,625,245
-240,073
| -13% | -$65.2M | 5.59% | 3 |
|
|
2021
Q1 | $453M | Sell |
1,865,318
-76,076
| -4% | -$18.5M | 6.31% | 2 |
|
|
2020
Q4 | $468M | Buy |
1,941,394
+28,763
| +2% | +$6.94M | 6.87% | 2 |
|
|
2020
Q3 | $415M | Sell |
1,912,631
-11,893
| -0.6% | -$2.58M | 6.84% | 2 |
|
|
2020
Q2 | $369M | Buy |
1,924,524
+1,851,878
| +2,549% | +$355M | 6.87% | 2 |
|
|
2020
Q1 | $10.9M | Buy |
72,646
+23,811
| +49% | +$3.59M | 0.27% | 61 |
|
|
2019
Q4 | $8.59M | Sell |
48,835
-10,652
| -18% | -$1.87M | 0.16% | 109 |
|
|
2019
Q3 | $9.5M | Buy |
59,487
+5,938
| +11% | +$948K | 0.19% | 92 |
|
|
2019
Q2 | $8.43M | Buy |
+53,549
| New | +$8.43M | 0.28% | 95 |
|