CTWM
Cherry Tree Wealth Management’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 | $108K | Hold |
255
| – | – | 0.03% | 208 |
|
|
2025
Q1 | $92.2K | Hold |
255
| – | – | 0.02% | 218 |
|
|
2024
Q4 | $102K | Hold |
255
| – | – | 0.03% | 207 |
|
|
2024
Q3 | $95.8K | Hold |
255
| – | – | 0.02% | 218 |
|
|
2024
Q2 | $93K | Hold |
255
| – | – | 0.02% | 214 |
|
|
2024
Q1 | $86K | Sell |
255
-15
| -6% | -$5.06K | 0.02% | 220 |
|
|
2023
Q4 | $81.9K | Hold |
270
| – | – | 0.02% | 212 |
|
|
2023
Q3 | $71.9K | Buy |
270
+72
| +36% | +$19.2K | 0.02% | 208 |
|
|
2023
Q2 | $54.6K | Buy |
+198
| New | +$54.6K | 0.02% | 224 |
|