CHJWM
Carlton Hofferkamp & Jenks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
805
-10
| -1% | -$4.4K | 0.13% | 103 |
|
|
2025
Q1 | $278K | Hold |
815
| – | – | 0.11% | 113 |
|
|
2024
Q4 | $335K | Hold |
815
| – | – | 0.12% | 109 |
|
|
2024
Q3 | $306K | Hold |
815
| – | – | 0.12% | 116 |
|
|
2024
Q2 | $284K | Sell |
815
-17
| -2% | -$5.93K | 0.11% | 117 |
|
|
2024
Q1 | $268K | Hold |
832
| – | – | 0.11% | 114 |
|
|
2023
Q4 | $262K | Hold |
832
| – | – | 0.11% | 116 |
|
|
2023
Q3 | $218K | Hold |
832
| – | – | 0.1% | 120 |
|
|
2023
Q2 | $230K | Hold |
832
| – | – | 0.1% | 120 |
|
|
2023
Q1 | $207K | Buy |
+832
| New | +$207K | 0.09% | 127 |
|
|
2022
Q2 | – | Sell |
-832
| Closed | -$224K | – | 136 |
|
|
2022
Q1 | $224K | Hold |
832
| – | – | 0.09% | 132 |
|
|
2021
Q4 | $220K | Sell |
832
-44
| -5% | -$11.6K | 0.09% | 131 |
|
|
2021
Q3 | $268K | Hold |
876
| – | – | 0.11% | 126 |
|
|
2021
Q2 | $241K | Hold |
876
| – | – | 0.1% | 128 |
|
|
2021
Q1 | $229K | Sell |
876
-25
| -3% | -$6.54K | 0.1% | 120 |
|
|
2020
Q4 | $217K | Hold |
901
| – | – | 0.11% | 111 |
|
|
2020
Q3 | $204K | Buy |
+901
| New | +$204K | 0.11% | 109 |
|