CFG
Cooper Financial Group’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 | $2.33M | Sell |
5,479
-283
| -5% | -$120K | 0.27% | 64 |
|
|
2025
Q1 | $2.08M | Sell |
5,762
-563
| -9% | -$203K | 0.27% | 71 |
|
|
2024
Q4 | $2.54M | Sell |
6,325
-330
| -5% | -$133K | 0.31% | 58 |
|
|
2024
Q3 | $2.5M | Sell |
6,655
-640
| -9% | -$240K | 0.32% | 60 |
|
|
2024
Q2 | $2.66M | Sell |
7,295
-575
| -7% | -$210K | 0.39% | 44 |
|
|
2024
Q1 | $2.65M | Sell |
7,870
-19
| -0.2% | -$6.4K | 0.44% | 37 |
|
|
2023
Q4 | $2.39M | Buy |
7,889
+4
| +0.1% | +$1.21K | 0.43% | 40 |
|
|
2023
Q3 | $2.1M | Sell |
7,885
-628
| -7% | -$167K | 0.5% | 38 |
|
|
2023
Q2 | $2.34M | Sell |
8,513
-453
| -5% | -$125K | 0.58% | 34 |
|
|
2023
Q1 | $2.19M | Sell |
8,966
-141
| -2% | -$34.5K | 0.59% | 31 |
|
|
2022
Q4 | $1.95M | Sell |
9,107
-72
| -0.8% | -$15.4K | 0.6% | 34 |
|
|
2022
Q3 | $1.93M | Sell |
9,179
-1,429
| -13% | -$301K | 0.69% | 29 |
|
|
2022
Q2 | $2.32M | Sell |
10,608
-451
| -4% | -$98.6K | 0.84% | 25 |
|
|
2022
Q1 | $3.07M | Sell |
11,059
-883
| -7% | -$245K | 1.17% | 17 |
|
|
2021
Q4 | $3.65M | Sell |
11,942
-287
| -2% | -$87.7K | 1.38% | 12 |
|
|
2021
Q3 | $3.35M | Sell |
12,229
-78
| -0.6% | -$21.4K | 0.7% | 26 |
|
|
2021
Q2 | $3.34M | Buy |
12,307
+44
| +0.4% | +$11.9K | 0.68% | 27 |
|
|
2021
Q1 | $2.98M | Sell |
12,263
-4,125
| -25% | -$1M | 0.67% | 27 |
|
|
2020
Q4 | $3.95M | Buy |
16,388
+2,757
| +20% | +$665K | 0.81% | 26 |
|
|
2020
Q3 | $2.96M | Sell |
13,631
-887
| -6% | -$192K | 0.85% | 24 |
|
|
2020
Q2 | $2.79M | Buy |
14,518
+704
| +5% | +$135K | 0.9% | 24 |
|
|
2020
Q1 | $2.08M | Sell |
13,814
-1,158
| -8% | -$174K | 0.87% | 21 |
|
|
2019
Q4 | $2.63M | Sell |
14,972
-913
| -6% | -$161K | 1.05% | 19 |
|
|
2019
Q3 | $2.54M | Buy |
15,885
+816
| +5% | +$130K | 1.14% | 19 |
|
|
2019
Q2 | $2.37M | Buy |
15,069
+1,305
| +9% | +$205K | 1.15% | 19 |
|
|
2019
Q1 | $2.08M | Buy |
13,764
+885
| +7% | +$134K | 1.15% | 20 |
|
|
2018
Q4 | $1.69M | Buy |
+12,879
| New | +$1.69M | 1.14% | 21 |
|