CMA
Cedar Mountain Advisors’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 | $86.5M | Buy |
203,692
+80
| +0% | +$34K | 17.97% | 1 |
|
|
2025
Q1 | $73.5M | Sell |
203,612
-955
| -0.5% | -$345K | 16.47% | 2 |
|
|
2024
Q4 | $82.1M | Sell |
204,567
-849
| -0.4% | -$341K | 18.05% | 1 |
|
|
2024
Q3 | $77.1M | Sell |
205,416
-21,460
| -9% | -$8.06M | 17.38% | 2 |
|
|
2024
Q2 | $82.7M | Sell |
226,876
-1,908
| -0.8% | -$695K | 20.42% | 1 |
|
|
2024
Q1 | $77.1M | Sell |
228,784
-1,076
| -0.5% | -$363K | 19.39% | 1 |
|
|
2023
Q4 | $69.7M | Sell |
229,860
-3,888
| -2% | -$1.18M | 18.86% | 1 |
|
|
2023
Q3 | $62.2M | Sell |
233,748
-2,467
| -1% | -$656K | 18.33% | 1 |
|
|
2023
Q2 | $65M | Sell |
236,215
-1,445
| -0.6% | -$398K | 18.57% | 1 |
|
|
2023
Q1 | $58.1M | Sell |
237,660
-42
| -0% | -$10.3K | 17.47% | 2 |
|
|
2022
Q4 | $50.9M | Sell |
237,702
-2,355
| -1% | -$505K | 15.98% | 2 |
|
|
2022
Q3 | $50.5M | Buy |
240,057
+4,537
| +2% | +$955K | 16.81% | 2 |
|
|
2022
Q2 | $51.5M | Buy |
235,520
+3,991
| +2% | +$873K | 17.63% | 2 |
|
|
2022
Q1 | $64.3M | Buy |
231,529
+4,022
| +2% | +$1.12M | 18.99% | 1 |
|
|
2021
Q4 | $69.5M | Sell |
227,507
-118
| -0.1% | -$36.1K | 21.33% | 1 |
|
|
2021
Q3 | $62.4M | Sell |
227,625
-6,700
| -3% | -$1.84M | 20.75% | 1 |
|
|
2021
Q2 | $63.6M | Sell |
234,325
-17,210
| -7% | -$4.67M | 21.02% | 1 |
|
|
2021
Q1 | $61.1M | Sell |
251,535
-3,149
| -1% | -$765K | 20.67% | 1 |
|
|
2020
Q4 | $61.4M | Sell |
254,684
-14,277
| -5% | -$3.44M | 21.94% | 1 |
|
|
2020
Q3 | $58.3M | Sell |
268,961
-3,404
| -1% | -$738K | 23.62% | 1 |
|
|
2020
Q2 | $52.3M | Sell |
272,365
-1,149
| -0.4% | -$221K | 22.65% | 1 |
|
|
2020
Q1 | $41.2M | Buy |
273,514
+1,547
| +0.6% | +$233K | 20.61% | 1 |
|
|
2019
Q4 | $47.8M | Buy |
+271,967
| New | +$47.8M | 19.3% | 1 |
|