CFS Investment Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
3,729
+2
| +0.1% | +$849 | 0.13% | 136 |
|
|
2025
Q1 | $1.35M | Buy |
3,727
+1,101
| +42% | +$398K | 0.12% | 139 |
|
|
2024
Q4 | $1.06M | Buy |
2,626
+533
| +25% | +$214K | 0.09% | 152 |
|
|
2024
Q3 | $786K | Hold |
2,093
| – | – | 0.07% | 175 |
|
|
2024
Q2 | $763K | Buy |
+2,093
| New | +$763K | 0.06% | 162 |
|
|
2023
Q3 | – | Sell |
-2,111
| Closed | -$581K | – | 202 |
|
|
2023
Q2 | $581K | Buy |
+2,111
| New | +$581K | 0.07% | 148 |
|
|
2022
Q3 | – | Sell |
-2,050
| Closed | -$448K | – | 300 |
|
|
2022
Q2 | $448K | Sell |
2,050
-567,092
| -100% | -$124M | 0.07% | 169 |
|
|
2022
Q1 | $2K | Buy |
569,142
+567,092
| +27,663% | +$1.99K | 0.01% | 281 |
|
|
2021
Q4 | $572K | Buy |
+2,050
| New | +$572K | 0.08% | 157 |
|
|
2020
Q4 | $214K | Buy |
+889
| New | +$214K | 0.03% | 173 |
|