Caldwell Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Hold |
5,146
|
|
||||
|
2025
Q1 | $1.86M | Buy |
5,146
+117
|
|
||||
|
2024
Q4 | $2.02M | Sell |
5,029
-2,500
|
|
||||
|
2024
Q3 | $2.83M | Hold |
7,529
|
|
||||
|
2024
Q2 | $2.74M | Hold |
7,529
|
|
||||
|
2024
Q1 | $2.54M | Hold |
7,529
|
|
||||
|
2023
Q4 | $2.28M | Sell |
7,529
-35
|
|
||||
|
2023
Q3 | $2.01M | Sell |
7,564
-177
|
|
||||
|
2023
Q2 | $2.13M | Buy |
7,741
+2,775
|
|
||||
|
2023
Q1 | $1.21M | Buy |
4,966
+185
|
|
||||
|
2022
Q4 | $1.02M | Hold |
4,781
|
|
||||
|
2022
Q3 | $1.01M | Hold |
4,781
|
|
||||
|
2022
Q2 | $1.05M | Buy |
4,781
+630
|
|
||||
|
2022
Q1 | $1.15M | Buy |
4,151
+62
|
|
||||
|
2021
Q4 | $1.25M | Hold |
4,089
|
|
||||
|
2021
Q3 | $1.12M | Hold |
4,089
|
|
||||
|
2021
Q2 | $1.11M | Hold |
4,089
|
|
||||
|
2021
Q1 | $994K | Hold |
4,089
|
|
||||
|
2020
Q4 | $986K | Hold |
4,089
|
|
||||
|
2020
Q3 | $887K | Hold |
4,089
|
|
||||
|
2020
Q2 | $785K | Hold |
4,089
|
|
||||
|
2020
Q1 | $616K | Hold |
4,089
|
|
||||
|
2019
Q4 | $719K | Buy |
+4,089
|
|