Central Valley Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7M | Sell |
16,484
-7,141
| -30% | -$3.03M | 2.38% | 13 |
|
|
2025
Q1 | $8.53M | Sell |
23,625
-977
| -4% | -$353K | 3.23% | 11 |
|
|
2024
Q4 | $9.88M | Sell |
24,602
-160
| -0.6% | -$64.3K | 4.49% | 4 |
|
|
2024
Q3 | $9.3M | Sell |
24,762
-56
| -0.2% | -$21K | 5.24% | 3 |
|
|
2024
Q2 | $8.41M | Sell |
24,818
-1,691
| -6% | -$573K | 3.59% | 6 |
|
|
2024
Q1 | $8.93M | Sell |
26,509
-1,536
| -5% | -$518K | 4.62% | 3 |
|
|
2023
Q4 | $8.5M | Buy |
+28,045
| New | +$8.5M | 5% | 2 |
|