Cordatus Wealth Management’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 | $36.2M | Buy |
85,259
+69,064
| +426% | +$29.3M | 8.9% | 1 |
|
2025
Q1 | $5.85M | Sell |
16,195
-23,515
| -59% | -$8.49M | 1.6% | 12 |
|
2024
Q4 | $15.9M | Buy |
39,710
+38,074
| +2,327% | +$15.3M | 4.21% | 4 |
|
2024
Q3 | $614K | Sell |
1,636
-35,506
| -96% | -$13.3M | 0.22% | 72 |
|
2024
Q2 | $13.5M | Buy |
+37,142
| New | +$13.5M | 5.08% | 3 |
|
2023
Q3 | – | Sell |
-9,490
| Closed | -$2.61M | – | 96 |
|
2023
Q2 | $2.61M | Buy |
+9,490
| New | +$2.61M | 0.98% | 32 |
|
2022
Q4 | – | Sell |
-3,232
| Closed | -$680K | – | 69 |
|
2022
Q3 | $680K | Buy |
+3,232
| New | +$680K | 0.72% | 41 |
|
2022
Q2 | – | Sell |
-8,561
| Closed | -$2.38M | – | 150 |
|
2022
Q1 | $2.38M | Buy |
+8,561
| New | +$2.38M | 0.84% | 35 |
|