CWP
CFM Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.49M | Buy |
20,008
+1,076
| +6% | +$457K | 1.35% | 21 |
|
|
2025
Q1 | $6.84M | Sell |
18,932
-300
| -2% | -$108K | 1.21% | 22 |
|
|
2024
Q4 | $7.72M | Buy |
19,232
+302
| +2% | +$121K | 1.3% | 20 |
|
|
2024
Q3 | $7.11M | Sell |
18,930
-521
| -3% | -$196K | 1.24% | 22 |
|
|
2024
Q2 | $7.09M | Buy |
19,451
+421
| +2% | +$153K | 1.3% | 20 |
|
|
2024
Q1 | $6.41M | Sell |
19,030
-4
| -0% | -$1.35K | 1.29% | 18 |
|
|
2023
Q4 | $5.77M | Buy |
19,034
+3,399
| +22% | +$1.03M | 1.31% | 18 |
|
|
2023
Q3 | $4.16M | Buy |
15,635
+3,223
| +26% | +$857K | 1.09% | 27 |
|
|
2023
Q2 | $3.42M | Sell |
12,412
-1,199
| -9% | -$330K | 0.83% | 33 |
|
|
2023
Q1 | $3.33M | Buy |
13,611
+118
| +0.9% | +$28.8K | 0.9% | 31 |
|
|
2022
Q4 | $2.89M | Hold |
13,493
| – | – | 0.87% | 35 |
|
|
2022
Q3 | $2.84M | Sell |
13,493
-208
| -2% | -$43.8K | 0.91% | 28 |
|
|
2022
Q2 | $3M | Hold |
13,701
| – | – | 0.9% | 28 |
|
|
2022
Q1 | $3.8M | Buy |
13,701
+1,550
| +13% | +$430K | 0.91% | 25 |
|
|
2021
Q4 | $3.74M | Sell |
12,151
-458
| -4% | -$141K | 0.84% | 31 |
|
|
2021
Q3 | $3.46M | Sell |
12,609
-23
| -0.2% | -$6.3K | 0.87% | 31 |
|
|
2021
Q2 | $3.43M | Buy |
12,632
+458
| +4% | +$124K | 0.91% | 28 |
|
|
2021
Q1 | $2.96M | Sell |
12,174
-808
| -6% | -$196K | 0.89% | 30 |
|
|
2020
Q4 | $3.13M | Sell |
12,982
-873
| -6% | -$210K | 1% | 29 |
|
|
2020
Q3 | $3.01M | Buy |
13,855
+1,591
| +13% | +$345K | 1.1% | 26 |
|
|
2020
Q2 | $2.35M | Buy |
12,264
+105
| +0.9% | +$20.2K | 0.89% | 29 |
|
|
2020
Q1 | $1.83M | Sell |
12,159
-58
| -0.5% | -$8.74K | 0.85% | 33 |
|
|
2019
Q4 | $2.25M | Buy |
+12,217
| New | +$2.25M | 0.83% | 34 |
|