Cobblestone Capital Advisors’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 | $255K | Hold |
600
| – | – | 0.01% | 266 |
|
|
2025
Q1 | $217K | Hold |
600
| – | – | 0.01% | 278 |
|
|
2024
Q4 | $241K | Hold |
600
| – | – | 0.01% | 262 |
|
|
2024
Q3 | $225K | Sell |
600
-285
| -32% | -$107K | 0.01% | 268 |
|
|
2024
Q2 | $323K | Sell |
885
-145
| -14% | -$52.9K | 0.02% | 219 |
|
|
2024
Q1 | $347K | Buy |
1,030
+145
| +16% | +$48.9K | 0.02% | 214 |
|
|
2023
Q4 | $268K | Sell |
885
-150
| -14% | -$45.5K | 0.02% | 237 |
|
|
2023
Q3 | $275K | Buy |
1,035
+150
| +17% | +$39.9K | 0.02% | 217 |
|
|
2023
Q2 | $244K | Sell |
885
-54
| -6% | -$14.9K | 0.02% | 241 |
|
|
2023
Q1 | $229K | Buy |
+939
| New | +$229K | 0.02% | 245 |
|
|
2022
Q1 | – | Sell |
-685
| Closed | -$209K | – | 259 |
|
|
2021
Q4 | $209K | Buy |
+685
| New | +$209K | 0.01% | 249 |
|