CJM Wealth Advisers’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 | $7.24M | Sell |
17,060
-638
| -4% | -$271K | 2.41% | 7 |
|
|
2025
Q1 | $6.39M | Buy |
17,698
+80
| +0.5% | +$28.9K | 2.26% | 7 |
|
|
2024
Q4 | $7.07M | Buy |
17,618
+187
| +1% | +$75.1K | 2.38% | 6 |
|
|
2024
Q3 | $6.54M | Sell |
17,431
-80
| -0.5% | -$30K | 2.24% | 7 |
|
|
2024
Q2 | $6.44M | Sell |
17,511
-124
| -0.7% | -$45.6K | 2.37% | 6 |
|
|
2024
Q1 | $5.94M | Buy |
17,635
+577
| +3% | +$194K | 2.25% | 7 |
|
|
2023
Q4 | $5.17M | Buy |
17,058
+260
| +2% | +$78.8K | 2.28% | 8 |
|
|
2023
Q3 | $4.47M | Buy |
16,798
+341
| +2% | +$90.7K | 2.17% | 9 |
|
|
2023
Q2 | $4.53M | Buy |
16,457
+3,482
| +27% | +$958K | 2.3% | 9 |
|
|
2023
Q1 | $3.17M | Sell |
12,975
-241
| -2% | -$58.9K | 1.8% | 9 |
|
|
2022
Q4 | $2.83M | Sell |
13,216
-7,178
| -35% | -$1.54M | 1.74% | 9 |
|
|
2022
Q3 | $4.29M | Sell |
20,394
-2,144
| -10% | -$451K | 3.06% | 7 |
|
|
2022
Q2 | $4.93M | Sell |
22,538
-7,234
| -24% | -$1.58M | 3.43% | 6 |
|
|
2022
Q1 | $8.27M | Sell |
29,772
-3,192
| -10% | -$886K | 5.66% | 5 |
|
|
2021
Q4 | $10.1M | Buy |
+32,964
| New | +$10.1M | 7.17% | 3 |
|