CWA
Cascade Wealth Advisors’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 | $2.67M | Buy |
5,984
+132
| +2% | +$58.9K | 1.51% | 18 |
|
|
2025
Q1 | $2.06M | Sell |
5,852
-80
| -1% | -$28.2K | 1.43% | 19 |
|
|
2024
Q4 | $2.38M | Sell |
5,932
-139
| -2% | -$55.8K | 1.61% | 20 |
|
|
2024
Q3 | $2.28M | Hold |
6,071
| – | – | 1.63% | 20 |
|
|
2024
Q2 | $2.13M | Sell |
6,071
-319
| -5% | -$112K | 1.57% | 19 |
|
|
2024
Q1 | $2.13M | Buy |
+6,390
| New | +$2.13M | 1.81% | 17 |
|