Cornerstone Planning 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
Q2 | $7.13M | Buy |
16,311
+768
| +5% | +$336K | 1.45% | 17 |
|
2025
Q1 | $5.43M | Buy |
15,543
+38
| +0.2% | +$13.3K | 1.3% | 17 |
|
2024
Q4 | $6.26M | Sell |
15,505
-128
| -0.8% | -$51.7K | 1.54% | 17 |
|
2024
Q3 | $6.05M | Buy |
15,633
+164
| +1% | +$63.4K | 1.6% | 16 |
|
2024
Q2 | $5.14M | Sell |
15,469
-11
| -0.1% | -$3.65K | 1.47% | 15 |
|
2024
Q1 | $5.13M | Buy |
15,480
+781
| +5% | +$259K | 1.6% | 15 |
|
2023
Q4 | $4.46M | Buy |
14,699
+3,200
| +28% | +$970K | 1.47% | 15 |
|
2023
Q3 | $3.06M | Buy |
11,499
+4,873
| +74% | +$1.3M | 1.17% | 15 |
|
2023
Q2 | $1.82M | Buy |
+6,626
| New | +$1.82M | 0.72% | 18 |
|
2022
Q4 | $1.39M | Buy |
+6,338
| New | +$1.39M | 0.58% | 30 |
|