Lake Street Private Wealth’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 | $297K | Sell |
699
-43
| -6% | -$18.3K | 0.04% | 206 |
|
|
2025
Q1 | $268K | Sell |
742
-28
| -4% | -$10.1K | 0.04% | 208 |
|
|
2024
Q4 | $309K | Sell |
770
-99
| -11% | -$39.8K | 0.05% | 196 |
|
|
2024
Q3 | $326K | Sell |
869
-1,488
| -63% | -$559K | 0.05% | 204 |
|
|
2024
Q2 | $859K | Buy |
2,357
+55
| +2% | +$20K | 0.11% | 160 |
|
|
2024
Q1 | $776K | Sell |
2,302
-51
| -2% | -$17.2K | 0.11% | 169 |
|
|
2023
Q4 | $713K | Sell |
2,353
-32
| -1% | -$9.7K | 0.11% | 164 |
|
|
2023
Q3 | $635K | Sell |
2,385
-153
| -6% | -$40.7K | 0.11% | 163 |
|
|
2023
Q2 | $698K | Hold |
2,538
| – | – | 0.12% | 159 |
|
|
2023
Q1 | $620K | Sell |
2,538
-83
| -3% | -$20.3K | 0.12% | 165 |
|
|
2022
Q4 | $562K | Sell |
2,621
-1,038
| -28% | -$222K | 0.12% | 170 |
|
|
2022
Q3 | $770K | Sell |
3,659
-63
| -2% | -$13.3K | 0.18% | 130 |
|
|
2022
Q2 | $814K | Sell |
3,722
-43
| -1% | -$9.4K | 0.17% | 128 |
|
|
2022
Q1 | $1.05M | Sell |
3,765
-175
| -4% | -$48.6K | 0.19% | 122 |
|
|
2021
Q4 | $1.2M | Buy |
3,940
+1,958
| +99% | +$598K | 0.21% | 113 |
|
|
2021
Q3 | $543K | Sell |
1,982
-92
| -4% | -$25.2K | 0.13% | 137 |
|
|
2021
Q2 | $565K | Sell |
2,074
-8
| -0.4% | -$2.18K | 0.14% | 135 |
|
|
2021
Q1 | $506K | Buy |
2,082
+8
| +0.4% | +$1.94K | 0.14% | 139 |
|
|
2020
Q4 | $500K | Buy |
+2,074
| New | +$500K | 0.14% | 126 |
|