Lauterbach Financial Advisors’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 | $734K | Hold |
1,728
| – | – | 0.4% | 32 |
|
|
2025
Q1 | $624K | Hold |
1,728
| – | – | 0.39% | 35 |
|
|
2024
Q4 | $694K | Sell |
1,728
-19
| -1% | -$7.63K | 0.42% | 32 |
|
|
2024
Q3 | $656K | Hold |
1,747
| – | – | 0.4% | 32 |
|
|
2024
Q2 | $601K | Hold |
1,747
| – | – | 0.4% | 33 |
|
|
2024
Q1 | $589K | Hold |
1,747
| – | – | 0.39% | 31 |
|
|
2023
Q4 | $530K | Hold |
1,747
| – | – | 0.37% | 33 |
|
|
2023
Q3 | $465K | Buy |
1,747
+92
| +6% | +$24.5K | 0.37% | 32 |
|
|
2023
Q2 | $455K | Hold |
1,655
| – | – | 0.35% | 33 |
|
|
2023
Q1 | $404K | Hold |
1,655
| – | – | 0.33% | 34 |
|
|
2022
Q4 | $355K | Hold |
1,655
| – | – | 0.32% | 33 |
|
|
2022
Q3 | $348K | Hold |
1,655
| – | – | 0.35% | 29 |
|
|
2022
Q2 | $362K | Hold |
1,655
| – | – | 0.34% | 29 |
|
|
2022
Q1 | $459K | Hold |
1,655
| – | – | 0.42% | 25 |
|
|
2021
Q4 | $506K | Buy |
+1,655
| New | +$506K | 0.45% | 22 |
|