Cornerstone 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 | $2.53M | Buy |
5,954
+78
| +1% | +$33.1K | 0.15% | 132 |
|
|
2025
Q1 | $2.12M | Hold |
5,876
| – | – | 0.14% | 143 |
|
|
2024
Q4 | $2.36M | Buy |
5,876
+13
| +0.2% | +$5.22K | 0.16% | 125 |
|
|
2024
Q3 | $2.2M | Buy |
5,863
+282
| +5% | +$106K | 0.16% | 135 |
|
|
2024
Q2 | $2.03M | Sell |
5,581
-206
| -4% | -$75.1K | 0.16% | 133 |
|
|
2024
Q1 | $1.95M | Sell |
5,787
-73
| -1% | -$24.6K | 0.16% | 131 |
|
|
2023
Q4 | $1.78M | Sell |
5,860
-133
| -2% | -$40.3K | 0.15% | 134 |
|
|
2023
Q3 | $1.59M | Sell |
5,993
-914
| -13% | -$243K | 0.15% | 138 |
|
|
2023
Q2 | $1.9M | Buy |
6,907
+4,618
| +202% | +$1.27M | 0.17% | 125 |
|
|
2023
Q1 | $559K | Buy |
+2,289
| New | +$559K | 0.05% | 269 |
|
|
2022
Q3 | $464K | Sell |
2,206
-223
| -9% | -$46.9K | 0.05% | 271 |
|
|
2022
Q2 | $531K | Buy |
2,429
+101
| +4% | +$22.1K | 0.06% | 246 |
|
|
2022
Q1 | $646K | Sell |
2,328
-332
| -12% | -$92.1K | 0.06% | 234 |
|
|
2021
Q4 | $813K | Buy |
2,660
+325
| +14% | +$99.3K | 0.08% | 208 |
|
|
2021
Q3 | $640K | Sell |
2,335
-116
| -5% | -$31.8K | 0.07% | 233 |
|
|
2021
Q2 | $665K | Sell |
2,451
-29
| -1% | -$7.87K | 0.07% | 242 |
|
|
2021
Q1 | $603K | Sell |
2,480
-21
| -0.8% | -$5.11K | 0.07% | 241 |
|
|
2020
Q4 | $603K | Sell |
2,501
-108
| -4% | -$26K | 0.08% | 218 |
|
|
2020
Q3 | $566K | Sell |
2,609
-842
| -24% | -$183K | 0.08% | 203 |
|
|
2020
Q2 | $662K | Buy |
3,451
+529
| +18% | +$101K | 0.11% | 179 |
|
|
2020
Q1 | $440K | Sell |
2,922
-574
| -16% | -$86.4K | 0.08% | 211 |
|
|
2019
Q4 | $615K | Sell |
3,496
-32
| -0.9% | -$5.63K | 0.1% | 182 |
|
|
2019
Q3 | $563K | Hold |
3,528
| – | – | 0.1% | 191 |
|
|
2019
Q2 | $555K | Sell |
3,528
-971
| -22% | -$153K | 0.1% | 199 |
|
|
2019
Q1 | $960K | Buy |
4,499
+526
| +13% | +$112K | 0.12% | 185 |
|
|
2018
Q4 | $519K | Sell |
3,973
-207,921
| -98% | -$27.2M | 0.11% | 185 |
|
|
2018
Q3 | $1.67M | Sell |
211,894
-329,743
| -61% | -$2.6M | 0.02% | 558 |
|
|
2018
Q2 | $3.75M | Buy |
541,637
+537,783
| +13,954% | +$3.72M | 0.04% | 381 |
|
|
2018
Q1 | $509K | Buy |
3,854
+1,228
| +47% | +$162K | 0.1% | 213 |
|
|
2017
Q4 | $369K | Buy |
2,626
+873
| +50% | +$123K | 0.07% | 272 |
|
|
2017
Q3 | $222K | Buy |
1,753
+55
| +3% | +$6.97K | 0.05% | 343 |
|
|
2017
Q2 | $201K | Sell |
1,698
-427
| -20% | -$50.5K | 0.05% | 361 |
|
|
2017
Q1 | $239K | Sell |
2,125
-225
| -10% | -$25.3K | 0.06% | 290 |
|
|
2016
Q4 | $248K | Buy |
2,350
+8
| +0.3% | +$844 | 0.08% | 234 |
|
|
2016
Q3 | $243K | Buy |
+2,342
| New | +$243K | 0.09% | 228 |
|