Cardinal Strategic Wealth Guidance’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 | $554K | Sell |
1,304
-194
| -13% | -$82.4K | 0.16% | 33 |
|
|
2025
Q1 | $541K | Sell |
1,498
-70
| -4% | -$25.3K | 0.17% | 33 |
|
|
2024
Q4 | $630K | Hold |
1,568
| – | – | 0.2% | 34 |
|
|
2024
Q3 | $589K | Sell |
1,568
-50
| -3% | -$18.8K | 0.19% | 33 |
|
|
2024
Q2 | $590K | Buy |
1,618
+50
| +3% | +$18.2K | 0.21% | 31 |
|
|
2024
Q1 | $528K | Sell |
1,568
-238
| -13% | -$80.2K | 0.2% | 36 |
|
|
2023
Q4 | $548K | Buy |
1,806
+6
| +0.3% | +$1.82K | 0.22% | 39 |
|
|
2023
Q3 | $479K | Hold |
1,800
| – | – | 0.22% | 40 |
|
|
2023
Q2 | $495K | Sell |
1,800
-17
| -0.9% | -$4.68K | 0.22% | 38 |
|
|
2023
Q1 | $444K | Sell |
1,817
-64
| -3% | -$15.6K | 0.21% | 43 |
|
|
2022
Q4 | $403K | Sell |
1,881
-21
| -1% | -$4.5K | 0.19% | 49 |
|
|
2022
Q3 | $400K | Sell |
1,902
-68
| -3% | -$14.3K | 0.21% | 44 |
|
|
2022
Q2 | $431K | Sell |
1,970
-389
| -16% | -$85.1K | 0.22% | 44 |
|
|
2022
Q1 | $655K | Sell |
2,359
-20
| -0.8% | -$5.55K | 0.3% | 44 |
|
|
2021
Q4 | $727K | Sell |
2,379
-5
| -0.2% | -$1.53K | 0.34% | 45 |
|
|
2021
Q3 | $653K | Sell |
2,384
-34
| -1% | -$9.31K | 0.34% | 45 |
|
|
2021
Q2 | $656K | Sell |
2,418
-18
| -0.7% | -$4.88K | 0.35% | 42 |
|
|
2021
Q1 | $592K | Sell |
2,436
-1,348
| -36% | -$328K | 0.35% | 42 |
|
|
2020
Q4 | $912K | Sell |
3,784
-148
| -4% | -$35.7K | 0.54% | 22 |
|
|
2020
Q3 | $853K | Sell |
3,932
-562
| -13% | -$122K | 0.6% | 20 |
|
|
2020
Q2 | $863K | Sell |
4,494
-710
| -14% | -$136K | 0.64% | 20 |
|
|
2020
Q1 | $784K | Sell |
5,204
-5,399
| -51% | -$813K | 0.72% | 18 |
|
|
2019
Q4 | $1.87M | Buy |
+10,603
| New | +$1.87M | 1.6% | 10 |
|