LWM
Lakeridge Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,298
| Closed | -$469K | – | 154 |
|
|
2025
Q1 | $469K | Sell |
1,298
-6
| -0.5% | -$2.17K | 0.23% | 87 |
|
|
2024
Q4 | $524K | Hold |
1,304
| – | – | 0.27% | 78 |
|
|
2024
Q3 | $490K | Buy |
1,304
+2
| +0.2% | +$751 | 0.27% | 77 |
|
|
2024
Q2 | $475K | Buy |
+1,302
| New | +$475K | 0.29% | 73 |
|