Caldwell Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.47M | Buy |
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|
2025
Q2 | $2.18M | Hold |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $2.02M | Sell |
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|
2024
Q3 | $2.83M | Hold |
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|
2024
Q2 | $2.74M | Hold |
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|
2024
Q1 | $2.54M | Hold |
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|
2023
Q4 | $2.28M | Sell |
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|
2023
Q3 | $2.01M | Sell |
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|
2023
Q2 | $2.13M | Buy |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.02M | Hold |
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|
2022
Q3 | $1.01M | Hold |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $1.25M | Hold |
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|
2021
Q3 | $1.12M | Hold |
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|
2021
Q2 | $1.11M | Hold |
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|
2021
Q1 | $994K | Hold |
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|
2020
Q4 | $986K | Hold |
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|
2020
Q3 | $887K | Hold |
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|
2020
Q2 | $785K | Hold |
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|
2020
Q1 | $616K | Hold |
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|
2019
Q4 | $719K | Buy |
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