Kelman-Lazarov Inc’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 | $1.03M | Sell |
2,436
-96
| -4% | -$40.8K | 0.17% | 56 |
|
|
2025
Q1 | $914K | Buy |
2,532
+1,913
| +309% | +$691K | 0.17% | 55 |
|
|
2024
Q4 | $249K | Hold |
619
| – | – | 0.04% | 96 |
|
|
2024
Q3 | $232K | Sell |
619
-153
| -20% | -$57.4K | 0.04% | 100 |
|
|
2024
Q2 | $281K | Sell |
772
-13
| -2% | -$4.74K | 0.05% | 91 |
|
|
2024
Q1 | $265K | Hold |
785
| – | – | 0.05% | 91 |
|
|
2023
Q4 | $238K | Sell |
785
-5
| -0.6% | -$1.52K | 0.05% | 94 |
|
|
2023
Q3 | $210K | Sell |
790
-30
| -4% | -$7.98K | 0.05% | 96 |
|
|
2023
Q2 | $226K | Buy |
+820
| New | +$226K | 0.05% | 93 |
|
|
2018
Q4 | – | Sell |
-1,952
| Closed | -$304K | – | 98 |
|
|
2018
Q3 | $304K | Hold |
1,952
| – | – | 0.18% | 83 |
|
|
2018
Q2 | $281K | Sell |
1,952
-180
| -8% | -$25.9K | 0.15% | 91 |
|
|
2018
Q1 | $290K | Hold |
2,132
| – | – | 0.16% | 90 |
|
|
2017
Q4 | $287K | Hold |
2,132
| – | – | 0.15% | 97 |
|
|
2017
Q3 | $267K | Hold |
2,132
| – | – | 0.14% | 102 |
|
|
2017
Q2 | $254K | Hold |
2,132
| – | – | 0.14% | 105 |
|
|
2017
Q1 | $243K | Hold |
2,132
| – | – | 0.16% | 94 |
|
|
2016
Q4 | $224K | Hold |
2,132
| – | – | 0.13% | 102 |
|
|
2016
Q3 | $221K | Hold |
2,132
| – | – | 0.13% | 105 |
|
|
2016
Q2 | $215K | Buy |
2,132
+215
| +11% | +$21.6K | 0.12% | 108 |
|
|
2016
Q1 | $193K | Buy |
+1,917
| New | +$193K | 0.11% | 118 |
|