Cedar Brook Financial Partners’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
Q2 | – | Sell |
-1,550
| Closed | -$523K | – | 221 |
|
|
2024
Q1 | $523K | Buy |
1,550
+1
| +0.1% | +$337 | 0.1% | 201 |
|
|
2023
Q4 | $473K | Sell |
1,549
-45
| -3% | -$13.7K | 0.11% | 203 |
|
|
2023
Q3 | $424K | Buy |
1,594
+4
| +0.3% | +$1.06K | 0.11% | 192 |
|
|
2023
Q2 | $438K | Buy |
1,590
+2
| +0.1% | +$550 | 0.1% | 203 |
|
|
2023
Q1 | $388K | Sell |
1,588
-19
| -1% | -$4.64K | 0.1% | 219 |
|
|
2022
Q4 | $344K | Buy |
1,607
+352
| +28% | +$75.4K | 0.1% | 235 |
|
|
2022
Q3 | $264K | Hold |
1,255
| – | – | 0.08% | 265 |
|
|
2022
Q2 | $274K | Buy |
1,255
+2
| +0.2% | +$437 | 0.09% | 259 |
|
|
2022
Q1 | $348K | Sell |
1,253
-580
| -32% | -$161K | 0.09% | 239 |
|
|
2021
Q4 | $560K | Buy |
1,833
+586
| +47% | +$179K | 0.14% | 169 |
|
|
2021
Q3 | $342K | Hold |
1,247
| – | – | 0.1% | 222 |
|
|
2021
Q2 | $339K | Buy |
1,247
+3
| +0.2% | +$816 | 0.1% | 242 |
|
|
2021
Q1 | $302K | Sell |
1,244
-432
| -26% | -$105K | 0.1% | 222 |
|
|
2020
Q4 | $404K | Sell |
1,676
-1,456
| -46% | -$351K | 0.14% | 172 |
|
|
2020
Q3 | $679K | Sell |
3,132
-344
| -10% | -$74.6K | 0.27% | 106 |
|
|
2020
Q2 | $667K | Buy |
3,476
+304
| +10% | +$58.3K | 0.3% | 99 |
|
|
2020
Q1 | $478K | Buy |
3,172
+29
| +0.9% | +$4.37K | 0.27% | 111 |
|
|
2019
Q4 | $553K | Buy |
3,143
+3
| +0.1% | +$528 | 0.24% | 128 |
|
|
2019
Q3 | $501K | Sell |
3,140
-17
| -0.5% | -$2.71K | 0.22% | 144 |
|
|
2019
Q2 | $497K | Sell |
3,157
-6
| -0.2% | -$945 | 0.23% | 145 |
|
|
2019
Q1 | $479K | Buy |
3,163
+561
| +22% | +$85K | 0.23% | 141 |
|
|
2018
Q4 | $341K | Buy |
+2,602
| New | +$341K | 0.21% | 159 |
|