CWP
CFM Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.41M | Buy |
69,726
+914
| +1% | +$84.1K | 1.02% | 26 |
|
|
2025
Q1 | $5.85M | Buy |
68,812
+11
| +0% | +$936 | 1.03% | 29 |
|
|
2024
Q4 | $6.08M | Sell |
68,801
-780
| -1% | -$69K | 1.03% | 25 |
|
|
2024
Q3 | $6.13M | Buy |
69,581
+2,370
| +4% | +$209K | 1.07% | 27 |
|
|
2024
Q2 | $5.45M | Buy |
67,211
+8,594
| +15% | +$697K | 1% | 26 |
|
|
2024
Q1 | $4.93M | Sell |
58,617
-3,136
| -5% | -$264K | 0.99% | 29 |
|
|
2023
Q4 | $4.8M | Hold |
61,753
| – | – | 1.09% | 26 |
|
|
2023
Q3 | $4.28M | Buy |
61,753
+1,343
| +2% | +$93K | 1.12% | 23 |
|
|
2023
Q2 | $4.41M | Sell |
60,410
-639
| -1% | -$46.7K | 1.07% | 22 |
|
|
2023
Q1 | $4.27M | Sell |
61,049
-2,018
| -3% | -$141K | 1.15% | 18 |
|
|
2022
Q4 | $4.25M | Sell |
63,067
-86
| -0.1% | -$5.8K | 1.27% | 16 |
|
|
2022
Q3 | $3.93M | Sell |
63,153
-1,057
| -2% | -$65.7K | 1.25% | 18 |
|
|
2022
Q2 | $4.15M | Sell |
64,210
-609
| -0.9% | -$39.4K | 1.25% | 17 |
|
|
2022
Q1 | $5.06M | Sell |
64,819
-4,167
| -6% | -$325K | 1.21% | 19 |
|
|
2021
Q4 | $5.7M | Sell |
68,986
-1,792
| -3% | -$148K | 1.27% | 17 |
|
|
2021
Q3 | $5.54M | Buy |
70,778
+3,784
| +6% | +$296K | 1.39% | 16 |
|
|
2021
Q2 | $5.31M | Buy |
66,994
+206
| +0.3% | +$16.3K | 1.41% | 15 |
|
|
2021
Q1 | $4.94M | Buy |
66,788
+15,564
| +30% | +$1.15M | 1.49% | 16 |
|
|
2020
Q4 | $3.51M | Buy |
51,224
+2,109
| +4% | +$145K | 1.12% | 24 |
|
|
2020
Q3 | $2.82M | Buy |
49,115
+1,556
| +3% | +$89.3K | 1.03% | 28 |
|
|
2020
Q2 | $2.55M | Sell |
47,559
-170
| -0.4% | -$9.11K | 0.97% | 26 |
|
|
2020
Q1 | $2.06M | Buy |
47,729
+114
| +0.2% | +$4.92K | 0.96% | 27 |
|
|
2019
Q4 | $2.91M | Buy |
+47,615
| New | +$2.91M | 1.07% | 23 |
|