CWM
C2C 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-956
| Closed | -$291K | – | 98 |
|
|
2023
Q4 | $291K | Sell |
956
-920
| -49% | -$280K | 0.25% | 87 |
|
|
2023
Q3 | $500K | Buy |
1,876
+586
| +45% | +$156K | 0.07% | 146 |
|
|
2023
Q2 | $366K | Sell |
1,290
-86
| -6% | -$24.4K | 0.05% | 186 |
|
|
2023
Q1 | $331K | Buy |
1,376
+86
| +7% | +$20.7K | 0.05% | 188 |
|
|
2022
Q4 | $284K | Hold |
1,290
| – | – | 0.05% | 140 |
|
|
2022
Q3 | $287K | Hold |
1,290
| – | – | 0.06% | 137 |
|
|
2022
Q2 | $298K | Sell |
1,290
-107
| -8% | -$24.7K | 0.05% | 142 |
|
|
2022
Q1 | $373K | Buy |
1,397
+248
| +22% | +$66.2K | 0.06% | 139 |
|
|
2021
Q4 | $351K | Buy |
+1,149
| New | +$351K | 0.05% | 156 |
|