CWP
Curated Wealth Partners’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 | $2.09M | Buy |
4,928
+1
| +0% | +$425 | 0.25% | 25 |
|
|
2025
Q1 | $1.78M | Hold |
4,927
| – | – | 0.23% | 30 |
|
|
2024
Q4 | $1.98M | Hold |
4,927
| – | – | 0.23% | 25 |
|
|
2024
Q3 | $1.85M | Hold |
4,927
| – | – | 0.24% | 26 |
|
|
2024
Q2 | $1.8M | Buy |
+4,927
| New | +$1.8M | 0.25% | 23 |
|
|
2024
Q1 | – | Sell |
-4,045
| Closed | -$1.23M | – | 74 |
|
|
2023
Q4 | $1.23M | Hold |
4,045
| – | – | 0.2% | 33 |
|
|
2023
Q3 | $1.08M | Buy |
4,045
+2,105
| +109% | +$560K | 0.2% | 31 |
|
|
2023
Q2 | $534K | Buy |
+1,940
| New | +$534K | 0.1% | 68 |
|
|
2023
Q1 | – | Sell |
-953
| Closed | -$204K | – | 136 |
|
|
2022
Q4 | $204K | Sell |
953
-130
| -12% | -$27.9K | 0.05% | 123 |
|
|
2022
Q3 | $228K | Sell |
1,083
-10
| -0.9% | -$2.11K | 0.07% | 111 |
|
|
2022
Q2 | $239K | Sell |
1,093
-3,219
| -75% | -$704K | 0.07% | 114 |
|
|
2022
Q1 | $1.32M | Hold |
4,312
| – | – | 0.45% | 23 |
|
|
2021
Q4 | $1.32M | Buy |
4,312
+2,436
| +130% | +$744K | 0.43% | 24 |
|
|
2021
Q3 | $514K | Hold |
1,876
| – | – | 0.29% | 74 |
|
|
2021
Q2 | $509K | Sell |
1,876
-6,163
| -77% | -$1.67M | 0.28% | 71 |
|
|
2021
Q1 | $1.95M | Hold |
8,039
| – | – | 1.2% | 16 |
|
|
2020
Q4 | $1.94M | Buy |
+8,039
| New | +$1.94M | 1.26% | 14 |
|