CWM
Cedar 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 | $353K | Hold |
832
| – | – | 0.12% | 59 |
|
|
2025
Q1 | $301K | Hold |
832
| – | – | 0.11% | 64 |
|
|
2024
Q4 | $334K | Hold |
832
| – | – | 0.12% | 57 |
|
|
2024
Q3 | $312K | Hold |
832
| – | – | 0.1% | 86 |
|
|
2024
Q2 | $303K | Hold |
832
| – | – | 0.1% | 89 |
|
|
2024
Q1 | $281K | Hold |
832
| – | – | 0.09% | 94 |
|
|
2023
Q4 | $252K | Hold |
832
| – | – | 0.09% | 95 |
|
|
2023
Q3 | $221K | Hold |
832
| – | – | 0.09% | 99 |
|
|
2023
Q2 | $229K | Sell |
832
-409
| -33% | -$113K | 0.09% | 96 |
|
|
2023
Q1 | $303K | Sell |
1,241
-25
| -2% | -$6.11K | 0.12% | 77 |
|
|
2022
Q4 | $271K | Sell |
1,266
-31
| -2% | -$6.64K | 0.13% | 79 |
|
|
2022
Q3 | $273K | Hold |
1,297
| – | – | 0.14% | 87 |
|
|
2022
Q2 | $284K | Hold |
1,297
| – | – | 0.13% | 91 |
|
|
2022
Q1 | $360K | Hold |
1,297
| – | – | 0.15% | 89 |
|
|
2021
Q4 | $396K | Hold |
1,297
| – | – | 0.16% | 91 |
|
|
2021
Q3 | $355K | Hold |
1,297
| – | – | 0.16% | 85 |
|
|
2021
Q2 | $352K | Buy |
1,297
+27
| +2% | +$7.33K | 0.16% | 83 |
|
|
2021
Q1 | $309K | Buy |
1,270
+174
| +16% | +$42.3K | 0.15% | 86 |
|
|
2020
Q4 | $264K | Hold |
1,096
| – | – | 0.14% | 85 |
|
|
2020
Q3 | $238K | Buy |
1,096
+1
| +0.1% | +$217 | 0.15% | 84 |
|
|
2020
Q2 | $210K | Buy |
1,095
+1
| +0.1% | +$192 | 0.14% | 80 |
|
|
2020
Q1 | $165K | Buy |
1,094
+432
| +65% | +$65.2K | 0.11% | 87 |
|
|
2019
Q4 | $116K | Buy |
+662
| New | +$116K | 0.07% | 74 |
|