Cahill Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $502K | Hold |
1,390
| – | – | 0.26% | 39 |
|
|
2024
Q4 | $558K | Sell |
1,390
-269
| -16% | -$108K | 0.28% | 34 |
|
|
2024
Q3 | $623K | Hold |
1,659
| – | – | 0.32% | 35 |
|
|
2024
Q2 | $605K | Hold |
1,659
| – | – | 0.36% | 30 |
|
|
2024
Q1 | $559K | Buy |
1,659
+1
| +0.1% | +$337 | 0.33% | 36 |
|
|
2023
Q4 | $503K | Sell |
1,658
-73
| -4% | -$22.1K | 0.34% | 32 |
|
|
2023
Q3 | $460K | Hold |
1,731
| – | – | 0.35% | 32 |
|
|
2023
Q2 | $476K | Buy |
1,731
+1
| +0.1% | +$275 | 0.33% | 32 |
|
|
2023
Q1 | $423K | Hold |
1,730
| – | – | 0.31% | 35 |
|
|
2022
Q4 | $412K | Sell |
1,730
-199
| -10% | -$47.4K | 0.3% | 36 |
|
|
2022
Q3 | $405K | Hold |
1,929
| – | – | 0.36% | 32 |
|
|
2022
Q2 | $421K | Buy |
1,929
+1
| +0.1% | +$218 | 0.36% | 33 |
|
|
2022
Q1 | $535K | Buy |
+1,928
| New | +$535K | 0.4% | 28 |
|