Kelman-Lazarov Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $914K | Buy |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $232K | Sell |
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|
2024
Q2 | $281K | Sell |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $226K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $304K | Hold |
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|
2018
Q2 | $281K | Sell |
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|
2018
Q1 | $290K | Hold |
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|
2017
Q4 | $287K | Hold |
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|
2017
Q3 | $267K | Hold |
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|
2017
Q2 | $254K | Hold |
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|
2017
Q1 | $243K | Hold |
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|
2016
Q4 | $224K | Hold |
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|
2016
Q3 | $221K | Hold |
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|
2016
Q2 | $215K | Buy |
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|
2016
Q1 | $193K | Buy |
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