Cornerstone Wealth 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 | $5.26M | Sell |
12,379
-303
| -2% | -$129K | 1.36% | 14 |
|
|
2025
Q1 | $4.58M | Sell |
12,682
-1,111
| -8% | -$401K | 1.27% | 14 |
|
|
2024
Q4 | $5.54M | Sell |
13,793
-567
| -4% | -$228K | 1.52% | 12 |
|
|
2024
Q3 | $5.39M | Sell |
14,360
-186
| -1% | -$69.8K | 1.5% | 13 |
|
|
2024
Q2 | $5.3M | Sell |
14,546
-2,099
| -13% | -$765K | 1.59% | 13 |
|
|
2024
Q1 | $5.61M | Sell |
16,645
-1,510
| -8% | -$509K | 1.73% | 12 |
|
|
2023
Q4 | $5.5M | Sell |
18,155
-2,254
| -11% | -$683K | 1.78% | 13 |
|
|
2023
Q3 | $5.43M | Sell |
20,409
-1,035
| -5% | -$275K | 1.91% | 12 |
|
|
2023
Q2 | $5.9M | Sell |
21,444
-720
| -3% | -$198K | 2.03% | 12 |
|
|
2023
Q1 | $5.42M | Buy |
22,164
+1,776
| +9% | +$434K | 1.97% | 13 |
|
|
2022
Q4 | $4.37M | Sell |
20,388
-1,589
| -7% | -$340K | 1.69% | 15 |
|
|
2022
Q3 | $4.62M | Sell |
21,977
-133
| -0.6% | -$28K | 1.83% | 13 |
|
|
2022
Q2 | $4.84M | Hold |
22,110
| – | – | 1.85% | 14 |
|
|
2022
Q1 | $6.14M | Sell |
22,110
-640
| -3% | -$178K | 2.12% | 11 |
|
|
2021
Q4 | $6.95M | Sell |
22,750
-182
| -0.8% | -$55.6K | 2.31% | 12 |
|
|
2021
Q3 | $6.28M | Sell |
22,932
-490
| -2% | -$134K | 2.2% | 13 |
|
|
2021
Q2 | $6.38M | Sell |
23,422
-196
| -0.8% | -$53.4K | 2.24% | 13 |
|
|
2021
Q1 | $5.74M | Buy |
+23,618
| New | +$5.74M | 2.17% | 13 |
|