CVA Family Office’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 | $248K | Hold |
584
| – | – | 0.03% | 259 |
|
2025
Q1 | $211K | Hold |
584
| – | – | 0.03% | 271 |
|
2024
Q4 | $235K | Hold |
584
| – | – | 0.04% | 247 |
|
2024
Q3 | $219K | Hold |
584
| – | – | 0.04% | 246 |
|
2024
Q2 | $213K | Hold |
584
| – | – | 0.04% | 231 |
|
2024
Q1 | $197K | Hold |
584
| – | – | 0.04% | 253 |
|
2023
Q4 | $177K | Buy |
+584
| New | +$177K | 0.03% | 253 |
|
2023
Q3 | – | Sell |
-584
| Closed | -$161K | – | 594 |
|
2023
Q2 | $161K | Hold |
584
| – | – | 0.03% | 252 |
|
2023
Q1 | $143K | Buy |
584
+332
| +132% | +$81.1K | 0.03% | 262 |
|
2022
Q4 | $54K | Buy |
+252
| New | +$54K | 0.01% | 399 |
|
2022
Q2 | – | Sell |
-175
| Closed | -$49K | – | 943 |
|
2022
Q1 | $49K | Hold |
175
| – | – | 0.01% | 405 |
|
2021
Q4 | $53K | Hold |
175
| – | – | 0.01% | 350 |
|
2021
Q3 | $38K | Hold |
175
| – | – | 0.03% | 212 |
|
2021
Q2 | $48K | Hold |
175
| – | – | 0.01% | 373 |
|
2021
Q1 | $43K | Hold |
175
| – | – | 0.02% | 289 |
|
2020
Q4 | $42K | Hold |
175
| – | – | 0.03% | 209 |
|
2020
Q3 | $38K | Hold |
175
| – | – | 0.03% | 212 |
|
2020
Q2 | $34K | Hold |
175
| – | – | 0.03% | 186 |
|
2020
Q1 | $26K | Buy |
+175
| New | +$26K | 0.03% | 181 |
|