Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.79M | Sell |
4,469
-192
| -4% | -$77.1K | 0.08% | 152 |
|
|
2024
Q3 | $1.75M | Buy |
4,661
+1
| +0% | +$375 | 0.08% | 140 |
|
|
2024
Q2 | $1.7M | Buy |
4,660
+1
| +0% | +$364 | 0.08% | 150 |
|
|
2024
Q1 | $1.57M | Sell |
4,659
-181
| -4% | -$61K | 0.07% | 165 |
|
|
2023
Q4 | $1.47M | Buy |
+4,840
| New | +$1.47M | 0.07% | 176 |
|
|
2021
Q3 | – | Sell |
-7,078
| Closed | -$2M | – | 331 |
|
|
2021
Q2 | $2M | Buy |
7,078
+498
| +8% | +$141K | 0.15% | 68 |
|
|
2021
Q1 | $1.6M | Hold |
6,580
| – | – | 0.13% | 70 |
|
|
2020
Q4 | $1.59M | Buy |
6,580
+1
| +0% | +$241 | 0.13% | 71 |
|
|
2020
Q3 | $1.43M | Sell |
6,579
-55
| -0.8% | -$11.9K | 0.13% | 68 |
|
|
2020
Q2 | $1.27M | Buy |
6,634
+1
| +0% | +$192 | 0.13% | 71 |
|
|
2020
Q1 | $999K | Sell |
6,633
-33
| -0.5% | -$4.97K | 0.12% | 71 |
|
|
2019
Q4 | $1.17M | Buy |
6,666
+515
| +8% | +$90.6K | 0.12% | 64 |
|
|
2019
Q3 | $982K | Buy |
6,151
+825
| +15% | +$132K | 0.11% | 63 |
|
|
2019
Q2 | $838K | Buy |
5,326
+1
| +0% | +$157 | 0.09% | 65 |
|
|
2019
Q1 | $806K | Buy |
5,325
+1
| +0% | +$151 | 0.08% | 68 |
|
|
2018
Q4 | $697K | Buy |
5,324
+3
| +0.1% | +$393 | 0.08% | 69 |
|
|
2018
Q3 | $830K | Sell |
5,321
-3,726
| -41% | -$581K | 0.09% | 62 |
|
|
2018
Q2 | $1.3M | Buy |
9,047
+2,708
| +43% | +$389K | 0.13% | 59 |
|
|
2018
Q1 | $863K | Sell |
6,339
-3,292
| -34% | -$448K | 0.1% | 79 |
|
|
2017
Q4 | $1.3M | Buy |
+9,631
| New | +$1.3M | 0.15% | 54 |
|