CFM Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.71M	Buy	72,348 +364	+0.5%	+$41.3K	1.16%	21
2025 Q4	$8.52M	Sell	71,984 -4,076	-5%	-$483K	1.23%	22
2025 Q3	$8.91M	Sell	76,060 -3,972	-5%	-$442K	1.29%	19
2025 Q2	$8.49M	Buy	80,032 +4,304	+6%	+$412K	1.35%	21
2025 Q1	$6.84M	Sell	75,728 -1,200	-2%	-$118K	1.21%	22
2024 Q4	$7.72M	Buy	76,928 +1,208	+2%	+$119K	1.3%	20
2024 Q3	$7.11M	Sell	75,720 -2,084	-3%	-$189K	1.24%	22
2024 Q2	$7.09M	Buy	77,804 +1,684	+2%	+$144K	1.3%	20
2024 Q1	$6.41M	Sell	76,120 -16	-0%	-$1.29K	1.29%	18
2023 Q4	$5.77M	Buy	76,136 +13,596	+22%	+$961K	1.31%	18
2023 Q3	$4.16M	Buy	62,540 +12,892	+26%	+$890K	1.09%	27
2023 Q2	$3.42M	Sell	49,648 -4,796	-9%	-$305K	0.83%	33
2023 Q1	$3.33M	Buy	54,444 +472	+0.9%	+$27.2K	0.9%	32
2022 Q4	$2.89M	Hold	53,972	–	–	0.87%	35
2022 Q3	$2.84M	Sell	53,972 -832	-2%	-$48.9K	0.91%	28
2022 Q2	$3M	Hold	54,804	–	–	0.9%	28
2022 Q1	$3.8M	Buy	54,804 +6,200	+13%	+$423K	0.91%	25
2021 Q4	$3.74M	Sell	48,604 -1,832	-4%	-$136K	0.84%	31
2021 Q3	$3.46M	Sell	50,436 -92	-0.2%	-$6.51K	0.87%	31
2021 Q2	$3.43M	Buy	50,528 +1,832	+4%	+$118K	0.91%	28
2021 Q1	$2.96M	Sell	48,696 -3,232	-6%	-$197K	0.89%	30
2020 Q4	$3.13M	Sell	51,928 -3,492	-6%	-$199K	1%	29
2020 Q3	$3M	Buy	55,420 +6,364	+13%	+$335K	1.1%	26
2020 Q2	$2.35M	Buy	49,056 +420	+0.9%	+$18.5K	0.89%	29
2020 Q1	$1.83M	Sell	48,636 -232	-0.5%	-$10K	0.85%	33
2019 Q4	$2.25M	Buy	+48,868	New	+$2.04M	0.83%	34