ALWM
Andrews Lucia Wealth Management’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 | $302K | Hold |
711
| – | – | 0.2% | 26 |
|
|
2025
Q1 | $286K | Hold |
711
| – | – | 0.19% | 24 |
|
|
2024
Q4 | $267K | Hold |
711
| – | – | 0.18% | 24 |
|
|
2024
Q3 | $259K | Sell |
711
-711
| -50% | -$259K | 0.18% | 24 |
|
|
2024
Q2 | $499K | Buy |
1,422
+711
| +100% | +$250K | 0.35% | 19 |
|
|
2024
Q1 | $240K | Hold |
711
| – | – | 0.17% | 26 |
|
|
2023
Q4 | $216K | Buy |
+711
| New | +$216K | 0.17% | 27 |
|
|
2022
Q2 | – | Sell |
-711
| Closed | -$217K | – | 19 |
|
|
2022
Q1 | $217K | Hold |
711
| – | – | 0.19% | 19 |
|
|
2021
Q4 | $217K | Buy |
+711
| New | +$217K | 0.2% | 18 |
|