CWP
CFM Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.14M | Buy |
36,760
+992
| +3% | +$193K | 1.14% | 24 |
|
|
2025
Q1 | $6.73M | Buy |
35,768
+424
| +1% | +$79.8K | 1.19% | 23 |
|
|
2024
Q4 | $6.54M | Buy |
35,344
+251
| +0.7% | +$46.5K | 1.1% | 24 |
|
|
2024
Q3 | $6.66M | Buy |
35,093
+442
| +1% | +$83.9K | 1.16% | 23 |
|
|
2024
Q2 | $6.05M | Buy |
34,651
+2,791
| +9% | +$487K | 1.11% | 21 |
|
|
2024
Q1 | $5.71M | Sell |
31,860
-188
| -0.6% | -$33.7K | 1.15% | 25 |
|
|
2023
Q4 | $5.3M | Buy |
32,048
+6,828
| +27% | +$1.13M | 1.2% | 21 |
|
|
2023
Q3 | $3.83M | Buy |
25,220
+6,665
| +36% | +$1.01M | 1% | 29 |
|
|
2023
Q2 | $2.93M | Sell |
18,555
-1,287
| -6% | -$203K | 0.71% | 41 |
|
|
2023
Q1 | $3.02M | Hold |
19,842
| – | – | 0.81% | 34 |
|
|
2022
Q4 | $3.01M | Sell |
19,842
-719
| -3% | -$109K | 0.9% | 32 |
|
|
2022
Q3 | $2.8M | Sell |
20,561
-36
| -0.2% | -$4.9K | 0.89% | 30 |
|
|
2022
Q2 | $2.99M | Hold |
20,597
| – | – | 0.9% | 29 |
|
|
2022
Q1 | $3.42M | Buy |
20,597
+9,068
| +79% | +$1.51M | 0.82% | 30 |
|
|
2021
Q4 | $1.94M | Buy |
11,529
+374
| +3% | +$63K | 0.43% | 56 |
|
|
2021
Q3 | $1.75M | Hold |
11,155
| – | – | 0.44% | 54 |
|
|
2021
Q2 | $1.77M | Sell |
11,155
-627
| -5% | -$99.4K | 0.47% | 50 |
|
|
2021
Q1 | $1.79M | Buy |
11,782
+593
| +5% | +$89.9K | 0.54% | 47 |
|
|
2020
Q4 | $1.53M | Buy |
11,189
+558
| +5% | +$76.3K | 0.49% | 52 |
|
|
2020
Q3 | $1.26M | Buy |
10,631
+2,424
| +30% | +$286K | 0.46% | 47 |
|
|
2020
Q2 | $924K | Hold |
8,207
| – | – | 0.35% | 59 |
|
|
2020
Q1 | $814K | Buy |
8,207
+237
| +3% | +$23.5K | 0.38% | 54 |
|
|
2019
Q4 | $1.1M | Buy |
+7,970
| New | +$1.1M | 0.41% | 53 |
|