Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $228K | Hold |
567
| – | – | 0.08% | 111 |
|
|
2024
Q3 | $213K | Buy |
567
+54
| +11% | +$20.3K | 0.08% | 114 |
|
|
2024
Q2 | $187K | Sell |
513
-41
| -7% | -$14.9K | 0.08% | 118 |
|
|
2024
Q1 | $187K | Hold |
554
| – | – | 0.08% | 121 |
|
|
2023
Q4 | $168K | Hold |
554
| – | – | 0.08% | 123 |
|
|
2023
Q3 | $147K | Hold |
554
| – | – | 0.08% | 124 |
|
|
2023
Q2 | $152K | Hold |
554
| – | – | 0.08% | 124 |
|
|
2023
Q1 | $135K | Hold |
554
| – | – | 0.06% | 127 |
|
|
2022
Q4 | $119K | Buy |
+554
| New | +$119K | 0.07% | 122 |
|
|
2022
Q1 | – | Sell |
-154
| Closed | -$47K | – | 349 |
|
|
2021
Q4 | $47K | Buy |
+154
| New | +$47K | 0.03% | 206 |
|