CWM
ClientFirst 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 | $12M | Hold |
28,264
| – | – | 12.26% | 2 |
|
|
2025
Q1 | $10.2M | Hold |
28,264
| – | – | 11.57% | 2 |
|
|
2024
Q4 | $11.4M | Buy |
+28,264
| New | +$11.4M | 11.48% | 2 |
|
|
2023
Q3 | $7.8M | Hold |
28,339
| – | – | 9.48% | 2 |
|
|
2023
Q2 | $7.96M | Hold |
28,339
| – | – | 9.47% | 2 |
|
|
2023
Q1 | $6.82M | Hold |
28,339
| – | – | 9.09% | 2 |
|
|
2022
Q4 | $6.07M | Hold |
28,339
| – | – | 7.71% | 2 |
|
|
2022
Q3 | $6.38M | Sell |
28,339
-150
| -0.5% | -$33.8K | 7.91% | 2 |
|
|
2022
Q2 | $6.23M | Hold |
28,489
| – | – | 9.48% | 2 |
|
|
2022
Q1 | $7.91M | Hold |
28,489
| – | – | 7.28% | 2 |
|
|
2021
Q4 | $7.98M | Buy |
+28,489
| New | +$7.98M | 7.16% | 2 |
|