LWM
LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.32M | Sell |
11,585
-1,335
| -10% | -$152K | 0.69% | 25 |
|
|
2016
Q4 | $1.36M | Sell |
12,920
-3,550
| -22% | -$372K | 0.74% | 20 |
|
|
2016
Q3 | $1.72M | Sell |
16,470
-175
| -1% | -$18.2K | 0.97% | 15 |
|
|
2016
Q2 | $1.67M | Sell |
16,645
-192
| -1% | -$19.3K | 0.94% | 16 |
|
|
2016
Q1 | $1.68M | Sell |
16,837
-1,500
| -8% | -$150K | 0.97% | 16 |
|
|
2015
Q4 | $1.82M | Sell |
18,337
-850
| -4% | -$84.6K | 1.05% | 13 |
|
|
2015
Q3 | $1.78M | Buy |
19,187
+50
| +0.3% | +$4.65K | 1.12% | 12 |
|
|
2015
Q2 | $1.9M | Sell |
19,137
-300
| -2% | -$29.7K | 1.19% | 14 |
|
|
2015
Q1 | $1.92M | Buy |
19,437
+1,050
| +6% | +$104K | 1.21% | 13 |
|
|
2014
Q4 | $1.76M | Buy |
18,387
+100
| +0.5% | +$9.56K | 1.16% | 14 |
|
|
2014
Q3 | $1.68M | Sell |
18,287
-130
| -0.7% | -$11.9K | 1.16% | 15 |
|
|
2014
Q2 | $1.68M | Hold |
18,417
| – | – | 1.37% | 13 |
|
|
2014
Q1 | $1.59M | Buy |
18,417
+4,035
| +28% | +$349K | 1.31% | 14 |
|
|
2013
Q4 | $1.24M | Buy |
+14,382
| New | +$1.24M | 1.02% | 19 |
|