CWM
Campbell 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
Q4 | $889K | Buy |
2,215
+886
| +67% | +$356K | 0.08% | 29 |
|
|
2024
Q3 | $499K | Buy |
+1,329
| New | +$499K | 0.04% | 33 |
|
|
2024
Q2 | – | Sell |
-2,347
| Closed | -$791K | – | 65 |
|
|
2024
Q1 | $791K | Buy |
2,347
+963
| +70% | +$325K | 0.08% | 32 |
|
|
2023
Q4 | $420K | Buy |
1,384
+217
| +19% | +$65.9K | 0.05% | 36 |
|
|
2023
Q3 | $310K | Hold |
1,167
| – | – | 0.04% | 50 |
|
|
2023
Q2 | $321K | Sell |
1,167
-3,194
| -73% | -$879K | 0.04% | 50 |
|
|
2023
Q1 | $1.07M | Buy |
4,361
+1,064
| +32% | +$260K | 0.13% | 29 |
|
|
2022
Q4 | $706K | Buy |
3,297
+2,199
| +200% | +$471K | 0.1% | 30 |
|
|
2022
Q3 | $231K | Buy |
+1,098
| New | +$231K | 0.03% | 64 |
|
|
2022
Q2 | – | Sell |
-1,098
| Closed | -$305K | – | 62 |
|
|
2022
Q1 | $305K | Sell |
1,098
-40
| -4% | -$11.1K | 0.04% | 50 |
|
|
2021
Q4 | $348K | Buy |
1,138
+19
| +2% | +$5.81K | 0.04% | 49 |
|
|
2021
Q3 | $307K | Buy |
1,119
+21
| +2% | +$5.76K | 0.04% | 47 |
|
|
2021
Q2 | $298K | Hold |
1,098
| – | – | 0.04% | 45 |
|
|
2021
Q1 | $267K | Hold |
1,098
| – | – | 0.04% | 50 |
|
|
2020
Q4 | $265K | Hold |
1,098
| – | – | 0.04% | 47 |
|
|
2020
Q3 | $238K | Hold |
1,098
| – | – | 0.04% | 46 |
|
|
2020
Q2 | $211K | Buy |
+1,098
| New | +$211K | 0.04% | 50 |
|
|
2019
Q2 | – | Sell |
-1,328
| Closed | -$201K | – | 65 |
|
|
2019
Q1 | $201K | Buy |
+1,328
| New | +$201K | 0.05% | 56 |
|