CWP
Cyndeo 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 | $8.01M | Buy |
18,871
+1,450
| +8% | +$616K | 0.48% | 63 |
|
|
2025
Q1 | $6.29M | Buy |
17,421
+12,133
| +229% | +$4.38M | 0.41% | 78 |
|
|
2024
Q4 | $2.12M | Sell |
5,288
-83
| -2% | -$33.3K | 0.14% | 154 |
|
|
2024
Q3 | $2.02M | Sell |
5,371
-13
| -0.2% | -$4.88K | 0.14% | 167 |
|
|
2024
Q2 | $1.96M | Sell |
5,384
-42
| -0.8% | -$15.3K | 0.15% | 160 |
|
|
2024
Q1 | $1.83M | Sell |
5,426
-3,717
| -41% | -$1.25M | 0.15% | 159 |
|
|
2023
Q4 | $2.77M | Buy |
9,143
+3,557
| +64% | +$1.08M | 0.26% | 111 |
|
|
2023
Q3 | $1.49M | Sell |
5,586
-241
| -4% | -$64.1K | 0.15% | 149 |
|
|
2023
Q2 | $1.6M | Sell |
5,827
-2,220
| -28% | -$611K | 0.17% | 142 |
|
|
2023
Q1 | $1.97M | Buy |
8,047
+446
| +6% | +$109K | 0.21% | 127 |
|
|
2022
Q4 | $1.63M | Buy |
+7,601
| New | +$1.63M | 0.19% | 136 |
|