CIC Wealth’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
2024
Q3
$420K Hold
1,119
0.11% 110
2024
Q2
$408K Hold
1,119
0.11% 109
2024
Q1
$377K Sell
1,119
-2,353
-68% -$793K 0.11% 110
2023
Q4
$1.05M Buy
3,472
+464
+15% +$141K 0.33% 62
2023
Q3
$800K Sell
3,008
-1,050
-26% -$279K 0.29% 69
2023
Q2
$1.12M Sell
4,058
-469
-10% -$129K 0.39% 56
2023
Q1
$1.11M Sell
4,527
-505
-10% -$123K 0.42% 56
2022
Q4
$1.08M Buy
+5,032
New +$1.08M 0.44% 59