CWS
Cypress Wealth Services’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 | $519K | Sell |
1,221
-100
| -8% | -$42.5K | 0.09% | 168 |
|
|
2025
Q1 | $477K | Sell |
1,321
-125
| -9% | -$45.1K | 0.1% | 162 |
|
|
2024
Q4 | $581K | Sell |
1,446
-90
| -6% | -$36.1K | 0.12% | 134 |
|
|
2024
Q3 | $577K | Buy |
1,536
+1
| +0.1% | +$375 | 0.12% | 137 |
|
|
2024
Q2 | $560K | Hold |
1,535
| – | – | 0.12% | 127 |
|
|
2024
Q1 | $517K | Buy |
1,535
+1
| +0.1% | +$337 | 0.12% | 141 |
|
|
2023
Q4 | $465K | Hold |
1,534
| – | – | 0.12% | 148 |
|
|
2023
Q3 | $408K | Buy |
1,534
+52
| +4% | +$13.8K | 0.11% | 153 |
|
|
2023
Q2 | $419K | Sell |
1,482
-98
| -6% | -$27.7K | 0.11% | 152 |
|
|
2023
Q1 | $386K | Buy |
1,580
+79
| +5% | +$19.3K | 0.11% | 153 |
|
|
2022
Q4 | $322K | Buy |
1,501
+1
| +0.1% | +$214 | 0.1% | 173 |
|
|
2022
Q3 | $319K | Hold |
1,500
| – | – | 0.11% | 161 |
|
|
2022
Q2 | $328K | Sell |
1,500
-260
| -15% | -$56.9K | 0.1% | 159 |
|
|
2022
Q1 | $489K | Sell |
1,760
-224
| -11% | -$62.2K | 0.13% | 125 |
|
|
2021
Q4 | $606K | Hold |
1,984
| – | – | 0.17% | 95 |
|
|
2021
Q3 | $544K | Hold |
1,984
| – | – | 0.16% | 100 |
|
|
2021
Q2 | $539K | Sell |
1,984
-1,231
| -38% | -$334K | 0.15% | 118 |
|
|
2021
Q1 | $781K | Sell |
3,215
-64
| -2% | -$15.5K | 0.16% | 107 |
|
|
2020
Q4 | $791K | Buy |
+3,279
| New | +$791K | 0.18% | 97 |
|
|
2020
Q3 | – | Sell |
-2,757
| Closed | -$529K | – | 124 |
|
|
2020
Q2 | $529K | Sell |
2,757
-5,254
| -66% | -$1.01M | 0.13% | 144 |
|
|
2020
Q1 | $1.21M | Hold |
8,011
| – | – | 0.36% | 78 |
|
|
2019
Q4 | $1.41M | Hold |
8,011
| – | – | 0.36% | 84 |
|
|
2019
Q3 | $1.28M | Buy |
8,011
+98
| +1% | +$15.6K | 0.35% | 88 |
|
|
2019
Q2 | $1.25M | Hold |
7,913
| – | – | 0.36% | 86 |
|
|
2019
Q1 | $1.2M | Buy |
7,913
+73
| +0.9% | +$11.1K | 0.38% | 80 |
|
|
2018
Q4 | $1.03M | Buy |
7,840
+119
| +2% | +$15.6K | 0.41% | 74 |
|
|
2018
Q3 | $1.2M | Hold |
7,721
| – | – | 0.43% | 68 |
|
|
2018
Q2 | $1.11M | Sell |
7,721
-2,991
| -28% | -$430K | 0.42% | 70 |
|
|
2018
Q1 | $1.46M | Buy |
10,712
+225
| +2% | +$30.6K | 0.62% | 48 |
|
|
2017
Q4 | $1.41M | Buy |
+10,487
| New | +$1.41M | 0.59% | 51 |
|