LIA
LBMC Investment Advisors’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 | $865K | Hold |
2,038
| – | – | 0.06% | 96 |
|
|
2025
Q1 | $736K | Sell |
2,038
-13
| -0.6% | -$4.69K | 0.06% | 95 |
|
|
2024
Q4 | $824K | Buy |
2,051
+23
| +1% | +$9.24K | 0.06% | 88 |
|
|
2024
Q3 | $761K | Hold |
2,028
| – | – | 0.06% | 89 |
|
|
2024
Q2 | $739K | Sell |
2,028
-750
| -27% | -$273K | 0.06% | 85 |
|
|
2024
Q1 | $936K | Buy |
2,778
+1
| +0% | +$337 | 0.08% | 72 |
|
|
2023
Q4 | $842K | Hold |
2,777
| – | – | 0.08% | 68 |
|
|
2023
Q3 | $732K | Hold |
2,777
| – | – | 0.08% | 74 |
|
|
2023
Q2 | $764K | Buy |
2,777
+746
| +37% | +$205K | 0.08% | 73 |
|
|
2023
Q1 | $496K | Hold |
2,031
| – | – | 0.05% | 98 |
|
|
2022
Q4 | $435K | Buy |
2,031
+1
| +0% | +$214 | 0.05% | 101 |
|
|
2022
Q3 | $427K | Hold |
2,030
| – | – | 0.05% | 96 |
|
|
2022
Q2 | $444K | Buy |
2,030
+1
| +0% | +$219 | 0.05% | 86 |
|
|
2022
Q1 | $563K | Hold |
2,029
| – | – | 0.05% | 85 |
|
|
2021
Q4 | $620K | Sell |
2,029
-238,362
| -99% | -$72.8M | 0.05% | 84 |
|
|
2021
Q3 | $556 | Buy |
240,391
+238,363
| +11,754% | +$551 | 0.05% | 85 |
|
|
2021
Q2 | $551K | Buy |
2,028
+1
| +0% | +$272 | 0.05% | 86 |
|
|
2021
Q1 | $493K | Buy |
2,027
+750
| +59% | +$182K | 0.05% | 80 |
|
|
2020
Q4 | $308K | Hold |
1,277
| – | – | 0.04% | 96 |
|
|
2020
Q3 | $277K | Hold |
1,277
| – | – | 0.04% | 92 |
|
|
2020
Q2 | $245K | Buy |
+1,277
| New | +$245K | 0.04% | 86 |
|
|
2020
Q1 | – | Sell |
-1,275
| Closed | -$224K | – | 100 |
|
|
2019
Q4 | $224K | Buy |
1,275
+1
| +0.1% | +$176 | 0.03% | 92 |
|
|
2019
Q3 | $203K | Sell |
1,274
-227
| -15% | -$36.2K | 0.03% | 97 |
|
|
2019
Q2 | $236K | Hold |
1,501
| – | – | 0.04% | 86 |
|
|
2019
Q1 | $227K | Buy |
+1,501
| New | +$227K | 0.04% | 90 |
|