Cannon Financial Strategists’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
Q2 | $2.3M | Sell |
5,410
-110
| -2% | -$46.7K | 0.36% | 22 |
|
|
2025
Q1 | $1.99M | Sell |
5,520
-1,036
| -16% | -$374K | 0.34% | 26 |
|
|
2024
Q4 | $2.63M | Sell |
6,556
-28
| -0.4% | -$11.2K | 0.45% | 23 |
|
|
2024
Q3 | $2.47M | Sell |
6,584
-310
| -4% | -$116K | 0.43% | 21 |
|
|
2024
Q2 | $2.51M | Sell |
6,894
-126
| -2% | -$45.9K | 0.48% | 21 |
|
|
2024
Q1 | $2.37M | Sell |
7,020
-172
| -2% | -$58K | 0.47% | 21 |
|
|
2023
Q4 | $2.18M | Buy |
7,192
+2,704
| +60% | +$820K | 0.47% | 21 |
|
|
2023
Q3 | $1.19M | Sell |
4,488
-108
| -2% | -$28.7K | 0.3% | 30 |
|
|
2023
Q2 | $1.26M | Sell |
4,596
-258
| -5% | -$71K | 0.35% | 29 |
|
|
2023
Q1 | $1.19M | Sell |
4,854
-142
| -3% | -$34.7K | 0.4% | 26 |
|
|
2022
Q4 | $1.07M | Sell |
4,996
-236
| -5% | -$50.6K | 0.39% | 28 |
|
|
2022
Q3 | $1.1M | Buy |
5,232
+224
| +4% | +$47.1K | 0.43% | 27 |
|
|
2022
Q2 | $1.1M | Sell |
5,008
-760
| -13% | -$166K | 0.42% | 27 |
|
|
2022
Q1 | $1.6M | Sell |
5,768
-218
| -4% | -$60.5K | 0.58% | 19 |
|
|
2021
Q4 | $1.83M | Sell |
5,986
-124
| -2% | -$37.9K | 0.66% | 18 |
|
|
2021
Q3 | $1.67M | Sell |
6,110
-374
| -6% | -$102K | 0.65% | 19 |
|
|
2021
Q2 | $1.76M | Sell |
6,484
-48
| -0.7% | -$13K | 0.7% | 19 |
|
|
2021
Q1 | $1.59M | Hold |
6,532
| – | – | 0.68% | 19 |
|
|
2020
Q4 | $1.58M | Sell |
6,532
-174
| -3% | -$42K | 0.77% | 20 |
|
|
2020
Q3 | $1.45M | Sell |
6,706
-326
| -5% | -$70.7K | 0.8% | 20 |
|
|
2020
Q2 | $1.35M | Sell |
7,032
-408
| -5% | -$78.3K | 0.81% | 19 |
|
|
2020
Q1 | $1.12M | Sell |
7,440
-368
| -5% | -$55.4K | 0.83% | 18 |
|
|
2019
Q4 | $1.37M | Sell |
7,808
-294
| -4% | -$51.7K | 0.9% | 18 |
|
|
2019
Q3 | $1.29M | Sell |
8,102
-922
| -10% | -$147K | 0.99% | 17 |
|
|
2019
Q2 | $1.42M | Sell |
9,024
-167
| -2% | -$26.3K | 1.2% | 18 |
|
|
2019
Q1 | $1.39M | Buy |
+9,191
| New | +$1.39M | 1.25% | 18 |
|