Cassady Schiller Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$228K Hold
2024
Q3
$213K Buy
2024
Q2
$187K Sell
2024
Q1
$187K Hold
2023
Q4
$168K Hold
2023
Q3
$147K Hold
2023
Q2
$152K Hold
2023
Q1
$135K Hold
2022
Q4
$119K Buy
2022
Q1
Sell
2021
Q4
$47K Buy