Cascade Financial Partners’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
$2.25M Buy
5,297
+900
+20% +$382K 0.27% 70
2025
Q1
$1.59M Hold
4,397
0.2% 85
2024
Q4
$1.77M Hold
4,397
0.23% 68
2024
Q3
$1.69M Sell
4,397
-150
-3% -$57.7K 0.21% 72
2024
Q2
$1.66M Hold
4,547
0.22% 71
2024
Q1
$1.51M Buy
+4,547
New +$1.51M 0.22% 72