CWG
Cornerstone Wealth 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 | $4.44M | Sell |
10,458
-353
| -3% | -$150K | 0.33% | 83 |
|
|
2025
Q1 | $3.9M | Sell |
10,811
-539
| -5% | -$195K | 0.32% | 90 |
|
|
2024
Q4 | $4.56M | Sell |
11,350
-73
| -0.6% | -$29.3K | 0.37% | 76 |
|
|
2024
Q3 | $4.29M | Buy |
11,423
+502
| +5% | +$188K | 0.35% | 79 |
|
|
2024
Q2 | $3.98M | Sell |
10,921
-515
| -5% | -$188K | 0.35% | 74 |
|
|
2024
Q1 | $3.85M | Buy |
11,436
+3,799
| +50% | +$1.28M | 0.35% | 70 |
|
|
2023
Q4 | $2.32M | Buy |
7,637
+6,369
| +502% | +$1.93M | 0.33% | 78 |
|
|
2023
Q3 | $337K | Hold |
1,268
| – | – | 0.06% | 118 |
|
|
2023
Q2 | $349K | Sell |
1,268
-13
| -1% | -$3.58K | 0.06% | 118 |
|
|
2023
Q1 | $313K | Buy |
1,281
+284
| +28% | +$69.4K | 0.06% | 124 |
|
|
2022
Q4 | $214K | Hold |
997
| – | – | 0.04% | 123 |
|
|
2022
Q3 | $210K | Buy |
997
+2
| +0.2% | +$421 | 0.05% | 121 |
|
|
2022
Q2 | $218K | Sell |
995
-31,203
| -97% | -$6.84M | 0.05% | 121 |
|
|
2022
Q1 | $8.94M | Buy |
32,198
+2,162
| +7% | +$600K | 1.64% | 12 |
|
|
2021
Q4 | $9.18M | Buy |
30,036
+6,185
| +26% | +$1.89M | 1.57% | 19 |
|
|
2021
Q3 | $6.54M | Buy |
23,851
+803
| +3% | +$220K | 1.15% | 18 |
|
|
2021
Q2 | $6.27M | Buy |
23,048
+1,724
| +8% | +$469K | 1.28% | 17 |
|
|
2021
Q1 | $5.54M | Buy |
21,324
+154
| +0.7% | +$40K | 1.13% | 17 |
|
|
2020
Q4 | $5.11M | Buy |
21,170
+4,951
| +31% | +$1.19M | 1.25% | 17 |
|
|
2020
Q3 | $3.52M | Buy |
16,219
+4,807
| +42% | +$1.04M | 0.96% | 29 |
|
|
2020
Q2 | $2.19M | Buy |
11,412
+6,868
| +151% | +$1.32M | 0.55% | 54 |
|
|
2020
Q1 | $685K | Buy |
+4,544
| New | +$685K | 0.24% | 69 |
|