CFP
Curran Financial 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 | $893K | Buy |
2,102
+244
| +13% | +$104K | 0.2% | 64 |
|
|
2025
Q1 | $671K | Buy |
1,858
+12
| +0.7% | +$4.33K | 0.16% | 55 |
|
|
2024
Q4 | $741K | Hold |
1,846
| – | – | 0.19% | 55 |
|
|
2024
Q3 | $693K | Sell |
1,846
-23
| -1% | -$8.63K | 0.2% | 64 |
|
|
2024
Q2 | $681K | Sell |
1,869
-72
| -4% | -$26.3K | 0.23% | 60 |
|
|
2024
Q1 | $654K | Buy |
1,941
+86
| +5% | +$29K | 0.23% | 57 |
|
|
2023
Q4 | $585K | Sell |
1,855
-2,168
| -54% | -$683K | 0.22% | 53 |
|
|
2023
Q3 | $822K | Buy |
4,023
+2,160
| +116% | +$442K | 0.36% | 44 |
|
|
2023
Q2 | $513K | Sell |
1,863
-5
| -0.3% | -$1.38K | 0.22% | 54 |
|
|
2023
Q1 | $456K | Sell |
1,868
-205
| -10% | -$50.1K | 0.22% | 47 |
|
|
2022
Q4 | $444K | Buy |
2,073
+7
| +0.3% | +$1.5K | 0.21% | 50 |
|
|
2022
Q3 | $435K | Buy |
2,066
+1
| +0% | +$211 | 0.22% | 42 |
|
|
2022
Q2 | $452K | Buy |
2,065
+74
| +4% | +$16.2K | 0.21% | 45 |
|
|
2022
Q1 | $553K | Sell |
1,991
-10
| -0.5% | -$2.78K | 0.23% | 54 |
|
|
2021
Q4 | $612K | Hold |
2,001
| – | – | 0.26% | 47 |
|
|
2021
Q3 | $548K | Sell |
2,001
-9
| -0.4% | -$2.47K | 0.28% | 43 |
|
|
2021
Q2 | $546K | Buy |
2,010
+303
| +18% | +$82.3K | 0.3% | 44 |
|
|
2021
Q1 | $415K | Buy |
1,707
+34
| +2% | +$8.27K | 0.3% | 41 |
|
|
2020
Q4 | $403K | Buy |
+1,673
| New | +$403K | 0.35% | 40 |
|