Lake Point Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3
| Closed | -$1K | – | 473 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 388 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 394 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 367 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 379 |
|
|
2020
Q1 | $9K | Sell |
59
-101
| -63% | -$15.4K | 0.01% | 113 |
|
|
2019
Q4 | $28K | Buy |
+160
| New | +$28K | 0.01% | 172 |
|
|
2019
Q2 | $11K | Hold |
73
| – | – | ﹤0.01% | 309 |
|
|
2019
Q1 | $11K | Sell |
73
-1,968
| -96% | -$297K | ﹤0.01% | 309 |
|
|
2018
Q4 | $267K | Buy |
+2,041
| New | +$267K | 0.1% | 114 |
|