Community Financial Services Group’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
Q1 | – | Sell |
-917
| Closed | -$368K | – | 107 |
|
|
2024
Q4 | $368K | Sell |
917
-152
| -14% | -$61K | 0.07% | 95 |
|
|
2024
Q3 | $401K | Buy |
1,069
+79
| +8% | +$29.7K | 0.08% | 99 |
|
|
2024
Q2 | $361K | Sell |
990
-127
| -11% | -$46.3K | 0.08% | 106 |
|
|
2024
Q1 | $376K | Buy |
+1,117
| New | +$376K | 0.09% | 116 |
|
|
2023
Q3 | $2.22M | Buy |
+8,337
| New | +$2.22M | 0.56% | 39 |
|
|
2021
Q4 | $4.03M | Buy |
13,199
+820
| +7% | +$251K | 1.01% | 26 |
|
|
2021
Q3 | $3.39M | Sell |
12,379
-1,505
| -11% | -$412K | 0.92% | 30 |
|
|
2021
Q2 | $3.77M | Sell |
13,884
-22,673
| -62% | -$6.15M | 1.05% | 28 |
|
|
2021
Q1 | $8.89M | Buy |
36,557
+1,750
| +5% | +$425K | 2.63% | 15 |
|
|
2020
Q4 | $8.39M | Buy |
34,807
+1,711
| +5% | +$413K | 2.64% | 13 |
|
|
2020
Q3 | $7.18M | Buy |
33,096
+2,880
| +10% | +$625K | 2.65% | 13 |
|
|
2020
Q2 | $5.8M | Buy |
+30,216
| New | +$5.8M | 2.2% | 16 |
|