Capital Management Associates Inc’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 | $401K | Sell |
944
-944
| -50% | -$401K | 0.13% | 85 |
|
|
2025
Q1 | $682K | Buy |
1,888
+944
| +100% | +$341K | 0.15% | 68 |
|
|
2024
Q4 | $379K | Hold |
944
| – | – | 0.14% | 76 |
|
|
2024
Q3 | $354K | Buy |
944
+275
| +41% | +$103K | 0.14% | 77 |
|
|
2024
Q2 | $244K | Hold |
669
| – | – | 0.15% | 69 |
|
|
2024
Q1 | $225K | Sell |
669
-275
| -29% | -$92.7K | 0.17% | 65 |
|
|
2023
Q4 | $286K | Buy |
+944
| New | +$286K | 0.17% | 66 |
|