Cassaday & Co Wealth Management’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 | $5.27M | Hold |
12,403
| – | – | 0.13% | 41 |
|
|
2025
Q1 | $4.48M | Sell |
12,403
-336
| -3% | -$121K | 0.13% | 41 |
|
|
2024
Q4 | $5.12M | Buy |
12,739
+107
| +0.8% | +$43K | 0.14% | 37 |
|
|
2024
Q3 | $4.74M | Buy |
12,632
+86
| +0.7% | +$32.3K | 0.13% | 35 |
|
|
2024
Q2 | $4.57M | Buy |
12,546
+176
| +1% | +$64.2K | 0.14% | 37 |
|
|
2024
Q1 | $4.17M | Buy |
12,370
+985
| +9% | +$332K | 0.14% | 38 |
|
|
2023
Q4 | $3.45M | Sell |
11,385
-926
| -8% | -$281K | 0.12% | 40 |
|
|
2023
Q3 | $3.27M | Buy |
12,311
+49
| +0.4% | +$13K | 0.14% | 36 |
|
|
2023
Q2 | $3.37M | Buy |
12,262
+434
| +4% | +$119K | 0.13% | 36 |
|
|
2023
Q1 | $2.89M | Sell |
11,828
-36
| -0.3% | -$8.8K | 0.12% | 38 |
|
|
2022
Q4 | $2.54M | Buy |
+11,864
| New | +$2.54M | 0.12% | 43 |
|