CWM
CCG Wealth Management’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 | $2.23M | Sell |
5,252
-396
| -7% | -$168K | 1.18% | 18 |
|
|
2025
Q1 | $2.04M | Hold |
5,648
| – | – | 1.22% | 18 |
|
|
2024
Q4 | $2.27M | Hold |
5,648
| – | – | 1.26% | 17 |
|
|
2024
Q3 | $2.12M | Hold |
5,648
| – | – | 1.19% | 17 |
|
|
2024
Q2 | $2.06M | Hold |
5,648
| – | – | 1.16% | 19 |
|
|
2024
Q1 | $1.9M | Sell |
5,648
-112
| -2% | -$37.8K | 1.15% | 19 |
|
|
2023
Q4 | $1.75M | Hold |
5,760
| – | – | 1.17% | 21 |
|
|
2023
Q3 | $1.53M | Sell |
5,760
-92
| -2% | -$24.5K | 1% | 20 |
|
|
2023
Q2 | $1.61M | Buy |
5,852
+370
| +7% | +$102K | 1.01% | 19 |
|
|
2023
Q1 | $1.34M | Sell |
5,482
-124
| -2% | -$30.3K | 0.89% | 22 |
|
|
2022
Q4 | $1.2M | Hold |
5,606
| – | – | 0.67% | 24 |
|
|
2022
Q3 | $1.18M | Sell |
5,606
-327
| -6% | -$68.8K | 0.72% | 22 |
|
|
2022
Q2 | $1.3M | Sell |
5,933
-170
| -3% | -$37.2K | 0.73% | 22 |
|
|
2022
Q1 | $1.69M | Buy |
6,103
+292
| +5% | +$81.1K | 0.83% | 22 |
|
|
2021
Q4 | $1.78M | Hold |
5,811
| – | – | 0.93% | 23 |
|
|
2021
Q3 | $1.59M | Hold |
5,811
| – | – | 0.92% | 28 |
|
|
2021
Q2 | $1.58M | Hold |
5,811
| – | – | 1.23% | 18 |
|
|
2021
Q1 | $1.41M | Hold |
5,811
| – | – | 1.39% | 17 |
|
|
2020
Q4 | $1.4M | Hold |
5,811
| – | – | 1.48% | 20 |
|
|
2020
Q3 | $1.26M | Hold |
5,811
| – | – | 1.18% | 20 |
|
|
2020
Q2 | $1.12M | Hold |
5,811
| – | – | 1.04% | 23 |
|
|
2020
Q1 | $875K | Sell |
5,811
-421
| -7% | -$63.4K | 0.84% | 26 |
|
|
2019
Q4 | $1.1M | Hold |
6,232
| – | – | 0.69% | 32 |
|
|
2019
Q3 | $995K | Hold |
6,232
| – | – | 0.68% | 32 |
|
|
2019
Q2 | $981K | Hold |
6,232
| – | – | 0.7% | 31 |
|
|
2019
Q1 | $943K | Hold |
6,232
| – | – | 0.76% | 32 |
|
|
2018
Q4 | $816K | Buy |
+6,232
| New | +$816K | 0.79% | 28 |
|