Lake Street Private Wealth’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
2026 Q1	$280K	Sell	2,628 -140	-5%	-$15.9K	0.04%	215
2025 Q4	$327K	Sell	2,768 -28	-1%	-$3.32K	0.04%	211
2025 Q3	$328K	Hold	2,796	–	–	0.04%	207
2025 Q2	$297K	Sell	2,796 -172	-6%	-$16.4K	0.04%	206
2025 Q1	$268K	Sell	2,968 -112	-4%	-$11K	0.04%	208
2024 Q4	$309K	Sell	3,080 -396	-11%	-$39K	0.05%	196
2024 Q3	$326K	Sell	3,476 -5,952	-63%	-$540K	0.05%	204
2024 Q2	$859K	Buy	9,428 +220	+2%	+$18.8K	0.11%	160
2024 Q1	$776K	Sell	9,208 -204	-2%	-$16.4K	0.11%	169
2023 Q4	$713K	Sell	9,412 -128	-1%	-$9.05K	0.11%	164
2023 Q3	$635K	Sell	9,540 -612	-6%	-$42.3K	0.11%	163
2023 Q2	$698K	Hold	10,152	–	–	0.12%	159
2023 Q1	$620K	Sell	10,152 -332	-3%	-$19.1K	0.12%	165
2022 Q4	$562K	Sell	10,484 -4,152	-28%	-$228K	0.12%	170
2022 Q3	$770K	Sell	14,636 -252	-2%	-$14.8K	0.18%	131
2022 Q2	$814K	Sell	14,888 -172	-1%	-$10.3K	0.17%	130
2022 Q1	$1.04M	Sell	15,060 -700	-4%	-$47.8K	0.19%	124
2021 Q4	$1.2M	Buy	15,760 +7,832	+99%	+$581K	0.21%	114
2021 Q3	$543K	Sell	7,928 -368	-4%	-$26K	0.13%	139
2021 Q2	$565K	Sell	8,296 -32	-0.4%	-$2.06K	0.14%	135
2021 Q1	$506K	Buy	8,328 +32	+0.4%	+$1.95K	0.14%	139
2020 Q4	$500K	Buy	+8,296	New	+$472K	0.14%	126