LBJ Family Wealth 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 | $43.3M | Sell |
102,098
-94
| -0.1% | -$39.9K | 25.22% | 1 |
|
|
2025
Q1 | $36.9M | Sell |
102,192
-2,078
| -2% | -$750K | 23.56% | 1 |
|
|
2024
Q4 | $41.9M | Sell |
104,270
-1,370
| -1% | -$550K | 24.96% | 1 |
|
|
2024
Q3 | $39.7M | Sell |
105,640
-1,245
| -1% | -$467K | 23.53% | 1 |
|
|
2024
Q2 | $39M | Sell |
106,885
-3,883
| -4% | -$1.42M | 24.48% | 1 |
|
|
2024
Q1 | $37.3M | Buy |
110,768
+1,085
| +1% | +$366K | 23.72% | 1 |
|
|
2023
Q4 | $33.3M | Sell |
109,683
-3,731
| -3% | -$1.13M | 23% | 1 |
|
|
2023
Q3 | $30.2M | Sell |
113,414
-2,773
| -2% | -$738K | 22.64% | 1 |
|
|
2023
Q2 | $32M | Sell |
116,187
-8,740
| -7% | -$2.41M | 22.2% | 1 |
|
|
2023
Q1 | $30.5M | Sell |
124,927
-556
| -0.4% | -$136K | 21.41% | 1 |
|
|
2022
Q4 | $26.9M | Buy |
125,483
+11,372
| +10% | +$2.44M | 20.07% | 2 |
|
|
2022
Q3 | $6.39M | Sell |
114,111
-15,705
| -12% | -$880K | 5.16% | 7 |
|
|
2022
Q2 | $28.4M | Sell |
129,816
-3,333
| -3% | -$729K | 21.27% | 1 |
|
|
2022
Q1 | $35.1M | Sell |
133,149
-4,219
| -3% | -$1.11M | 22.48% | 1 |
|
|
2021
Q4 | $42M | Sell |
137,368
-1,583
| -1% | -$484K | 24.41% | 1 |
|
|
2021
Q3 | $38.7M | Hold |
138,951
| – | – | 23.08% | 1 |
|
|
2021
Q2 | $37.7M | Sell |
138,951
-4,644
| -3% | -$1.26M | 22.42% | 1 |
|
|
2021
Q1 | $34.9M | Sell |
143,595
-8,580
| -6% | -$2.09M | 21.97% | 1 |
|
|
2020
Q4 | $36.7M | Sell |
152,175
-4,576
| -3% | -$1.1M | 23.89% | 1 |
|
|
2020
Q3 | $34M | Buy |
156,751
+306
| +0.2% | +$66.4K | 25.74% | 1 |
|
|
2020
Q2 | $30M | Buy |
156,445
+279
| +0.2% | +$53.6K | 24.11% | 1 |
|
|
2020
Q1 | $23.5M | Sell |
156,166
-19,361
| -11% | -$2.92M | 22.77% | 1 |
|
|
2019
Q4 | $31.2M | Sell |
175,527
-5
| -0% | -$889 | 21.59% | 1 |
|
|
2019
Q3 | $28M | Sell |
175,532
-11,164
| -6% | -$1.78M | 21.07% | 1 |
|
|
2019
Q2 | $30.2M | Buy |
186,696
+265
| +0.1% | +$42.9K | 22.33% | 1 |
|
|
2019
Q1 | $28.2M | Buy |
186,431
+84
| +0% | +$12.7K | 15.87% | 2 |
|
|
2018
Q4 | $24.4M | Buy |
186,347
+3,717
| +2% | +$487K | 21.4% | 1 |
|
|
2018
Q3 | $28.5M | Sell |
182,630
-7,355
| -4% | -$1.15M | 21.84% | 1 |
|
|
2018
Q2 | $27.3M | Hold |
189,985
| – | – | 21.98% | 1 |
|
|
2018
Q1 | $25.9M | Buy |
189,985
+281
| +0.1% | +$38.2K | 21.42% | 1 |
|
|
2017
Q4 | $25.5M | Sell |
189,704
-53
| -0% | -$7.14K | 21.02% | 1 |
|
|
2017
Q3 | $23.7M | Buy |
189,757
+7,329
| +4% | +$917K | 20.22% | 1 |
|
|
2017
Q2 | $21.7M | Sell |
182,428
-722
| -0.4% | -$85.9K | 19.61% | 2 |
|
|
2017
Q1 | $20.8M | Sell |
183,150
-2,709
| -1% | -$308K | 19.77% | 2 |
|
|
2016
Q4 | $19.5M | Sell |
185,859
-538
| -0.3% | -$56.4K | 19.44% | 2 |
|
|
2016
Q3 | $19.4M | Buy |
186,397
+9,295
| +5% | +$968K | 20.11% | 2 |
|
|
2016
Q2 | $17.8M | Hold |
177,102
| – | – | 20% | 2 |
|
|
2016
Q1 | $17.7M | Buy |
177,102
+5,785
| +3% | +$577K | 20.42% | 2 |
|
|
2015
Q4 | $16.8M | Buy |
171,317
+1,212
| +0.7% | +$119K | 22% | 1 |
|
|
2015
Q3 | $15.8M | Buy |
170,105
+993
| +0.6% | +$92.4K | 21.59% | 1 |
|
|
2015
Q2 | $16.7M | Sell |
169,112
-960
| -0.6% | -$95.1K | 22.71% | 1 |
|
|
2015
Q1 | $17M | Sell |
170,072
-5,598
| -3% | -$561K | 22.32% | 1 |
|
|
2014
Q4 | $16.8M | Buy |
+175,670
| New | +$16.8M | 23.06% | 1 |
|
|
2013
Q4 | $14.5M | Buy |
+166,245
| New | +$14.5M | 21.57% | 1 |
|