Lakeshore Financial Planning’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 | $380K | Buy |
894
+102
| +13% | +$43.3K | 0.15% | 45 |
|
|
2025
Q1 | $286K | Sell |
792
-59
| -7% | -$21.3K | 0.12% | 51 |
|
|
2024
Q4 | $342K | Sell |
851
-31
| -4% | -$12.4K | 0.15% | 45 |
|
|
2024
Q3 | $331K | Buy |
882
+72
| +9% | +$27K | 0.15% | 47 |
|
|
2024
Q2 | $295K | Hold |
810
| – | – | 0.14% | 48 |
|
|
2024
Q1 | $273K | Hold |
810
| – | – | 0.14% | 51 |
|
|
2023
Q4 | $246K | Sell |
810
-14
| -2% | -$4.24K | 0.14% | 48 |
|
|
2023
Q3 | $219K | Buy |
+824
| New | +$219K | 0.13% | 55 |
|