Certified Advisory Corp’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 | $3.41M | Sell |
8,028
-44
| -0.5% | -$18.7K | 0.35% | 81 |
|
2025
Q1 | $2.91M | Sell |
8,072
-456
| -5% | -$165K | 0.33% | 86 |
|
2024
Q4 | $3.42M | Sell |
8,528
-13
| -0.2% | -$5.22K | 0.37% | 75 |
|
2024
Q3 | $3.21M | Sell |
8,541
-516
| -6% | -$194K | 0.36% | 82 |
|
2024
Q2 | $3.3M | Buy |
9,057
+321
| +4% | +$117K | 0.41% | 70 |
|
2024
Q1 | $2.94M | Sell |
8,736
-337
| -4% | -$114K | 0.41% | 76 |
|
2023
Q4 | $2.75M | Sell |
9,073
-17,112
| -65% | -$5.19M | 0.42% | 76 |
|
2023
Q3 | $2.44M | Buy |
26,185
+17,061
| +187% | +$1.59M | 0.45% | 70 |
|
2023
Q2 | $2.51M | Buy |
9,124
+97
| +1% | +$26.7K | 0.46% | 65 |
|
2023
Q1 | $2.21M | Buy |
9,027
+101
| +1% | +$24.7K | 0.39% | 77 |
|
2022
Q4 | $1.91M | Buy |
8,926
+563
| +7% | +$121K | 0.38% | 77 |
|
2022
Q3 | $1.76M | Buy |
8,363
+144
| +2% | +$30.3K | 0.4% | 71 |
|
2022
Q2 | $1.8M | Buy |
8,219
+8
| +0.1% | +$1.75K | 0.4% | 70 |
|
2022
Q1 | $2.28M | Sell |
8,211
-371
| -4% | -$103K | 0.48% | 59 |
|
2021
Q4 | $2.62M | Sell |
8,582
-13
| -0.2% | -$3.97K | 0.58% | 49 |
|
2021
Q3 | $2.36M | Buy |
8,595
+128
| +2% | +$35.1K | 0.57% | 48 |
|
2021
Q2 | $2.3M | Buy |
8,467
+54
| +0.6% | +$14.7K | 0.58% | 48 |
|
2021
Q1 | $2.05M | Buy |
+8,413
| New | +$2.05M | 0.53% | 50 |
|
2020
Q2 | $1.68M | Sell |
8,748
-445
| -5% | -$85.4K | 0.56% | 46 |
|
2020
Q1 | $1.39M | Sell |
9,193
-736
| -7% | -$111K | 0.55% | 40 |
|
2019
Q4 | $1.75M | Sell |
9,929
-15
| -0.2% | -$2.64K | 0.56% | 39 |
|
2019
Q3 | $1.59M | Sell |
9,944
-482
| -5% | -$76.9K | 0.55% | 41 |
|
2019
Q2 | $1.64M | Buy |
10,426
+2,710
| +35% | +$426K | 0.61% | 36 |
|
2019
Q1 | $1.17M | Buy |
7,716
+168
| +2% | +$25.4K | 0.49% | 50 |
|
2018
Q4 | $988K | Sell |
7,548
-346
| -4% | -$45.3K | 0.51% | 49 |
|
2018
Q3 | $1.23M | Buy |
7,894
+166
| +2% | +$25.9K | 0.57% | 41 |
|
2018
Q2 | $1.11M | Hold |
7,728
| – | – | 0.62% | 38 |
|
2018
Q1 | $1.05M | Buy |
7,728
+42
| +0.5% | +$5.71K | 0.62% | 42 |
|
2017
Q4 | $1.04M | Buy |
+7,686
| New | +$1.04M | 0.74% | 34 |
|