CIAS
CBIZ Investment Advisory Services’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 | $1M | Sell |
2,362
-667
| -22% | -$283K | 0.04% | 22 |
|
|
2025
Q1 | $1.09M | Sell |
3,029
-74
| -2% | -$26.7K | 0.05% | 23 |
|
|
2024
Q4 | $1.25M | Buy |
3,103
+37
| +1% | +$14.9K | 0.06% | 23 |
|
|
2024
Q3 | $1.15M | Sell |
3,066
-175
| -5% | -$65.7K | 0.06% | 23 |
|
|
2024
Q2 | $1.18M | Hold |
3,241
| – | – | 0.07% | 21 |
|
|
2024
Q1 | $1.09M | Hold |
3,241
| – | – | 0.08% | 23 |
|
|
2023
Q4 | $983K | Hold |
3,241
| – | – | 0.07% | 24 |
|
|
2023
Q3 | $864K | Buy |
3,241
+85
| +3% | +$22.7K | 0.08% | 18 |
|
|
2023
Q2 | $868K | Hold |
3,156
| – | – | 0.07% | 19 |
|
|
2023
Q1 | $771K | Sell |
3,156
-3,605
| -53% | -$881K | 0.07% | 20 |
|
|
2022
Q4 | $1.45M | Sell |
6,761
-2,608
| -28% | -$559K | 0.56% | 20 |
|
|
2022
Q3 | $1.97M | Hold |
9,369
| – | – | 1.98% | 12 |
|
|
2022
Q2 | $2.05M | Buy |
+9,369
| New | +$2.05M | 0.19% | 21 |
|
|
2022
Q1 | – | Sell |
-9,369
| Closed | -$2.86M | – | 28 |
|
|
2021
Q4 | $2.86M | Buy |
+9,369
| New | +$2.86M | 0.22% | 18 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 17 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 17 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 24 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 12 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 13 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 14 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 13 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 14 |
|