CWP
CFM Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
7,144
-39
| -0.5% | -$13.2K | 0.39% | 50 |
|
|
2025
Q1 | $2.2M | Buy |
7,183
+48
| +0.7% | +$14.7K | 0.39% | 52 |
|
|
2024
Q4 | $2.3M | Sell |
7,135
-1,323
| -16% | -$426K | 0.39% | 54 |
|
|
2024
Q3 | $2.66M | Sell |
8,458
-255
| -3% | -$80.2K | 0.46% | 51 |
|
|
2024
Q2 | $2.59M | Sell |
8,713
-404
| -4% | -$120K | 0.48% | 50 |
|
|
2024
Q1 | $2.63M | Sell |
9,117
-1,343
| -13% | -$387K | 0.53% | 48 |
|
|
2023
Q4 | $2.74M | Buy |
10,460
+227
| +2% | +$59.5K | 0.62% | 44 |
|
|
2023
Q3 | $2.4M | Sell |
10,233
-247
| -2% | -$58K | 0.63% | 43 |
|
|
2023
Q2 | $2.55M | Sell |
10,480
-14
| -0.1% | -$3.41K | 0.62% | 45 |
|
|
2023
Q1 | $2.36M | Sell |
10,494
-461
| -4% | -$104K | 0.64% | 46 |
|
|
2022
Q4 | $2.31M | Buy |
10,955
+184
| +2% | +$38.7K | 0.69% | 44 |
|
|
2022
Q3 | $2.13M | Buy |
10,771
+106
| +1% | +$20.9K | 0.68% | 42 |
|
|
2022
Q2 | $2.22M | Sell |
10,665
-108
| -1% | -$22.4K | 0.67% | 42 |
|
|
2022
Q1 | $2.69M | Sell |
10,773
-52
| -0.5% | -$13K | 0.64% | 41 |
|
|
2021
Q4 | $2.88M | Sell |
10,825
-894
| -8% | -$238K | 0.64% | 45 |
|
|
2021
Q3 | $2.83M | Buy |
11,719
+21
| +0.2% | +$5.08K | 0.71% | 40 |
|
|
2021
Q2 | $2.83M | Sell |
11,698
-1
| -0% | -$242 | 0.75% | 36 |
|
|
2021
Q1 | $2.62M | Sell |
11,699
-252
| -2% | -$56.4K | 0.79% | 36 |
|
|
2020
Q4 | $2.53M | Sell |
11,951
-238
| -2% | -$50.4K | 0.81% | 35 |
|
|
2020
Q3 | $2.28M | Sell |
12,189
-77
| -0.6% | -$14.4K | 0.83% | 35 |
|
|
2020
Q2 | $2.11M | Sell |
12,266
-1,462
| -11% | -$251K | 0.8% | 32 |
|
|
2020
Q1 | $1.94M | Sell |
13,728
-149
| -1% | -$21.1K | 0.9% | 30 |
|
|
2019
Q4 | $2.55M | Buy |
+13,877
| New | +$2.55M | 0.94% | 30 |
|