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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $328K | Hold |
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|
2025
Q2 | $297K | Sell |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $859K | Buy |
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|
2024
Q1 | $776K | Sell |
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|
2023
Q4 | $713K | Sell |
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|
2023
Q3 | $635K | Sell |
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|
2023
Q2 | $698K | Hold |
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|
2023
Q1 | $620K | Sell |
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|
2022
Q4 | $562K | Sell |
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|
2022
Q3 | $770K | Sell |
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|
2022
Q2 | $814K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $543K | Sell |
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|
2021
Q2 | $565K | Sell |
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|
2021
Q1 | $506K | Buy |
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|
2020
Q4 | $500K | Buy |
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