Ownership history in Sharp Wealth Advisory, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Sharp Wealth Advisory, LLC reported a position in ISHARES RUSSELL 1000 GROWTH ETF (IWF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 3,379 | — | 0% | 0.80% | $1.6M | $472.88 |
| 2025 Q3 | REDUCED | 3,379 | -25 | -0.7% | 0.86% | $1.6M | $467.53 |
| 2025 Q2 | ADDED | 3,404 | +115 | +3.5% | 0.93% | $1.4M | $423.39 |
| 2025 Q1 | ADDED | 3,289 | +125 | +4.0% | 0.91% | $1.2M | $359.72 |
As of 2025 Q4 — sorted by position size