LGA
Lebenthal Global 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 | $11.2M | Sell |
26,487
-5,773
| -18% | -$2.45M | 2.1% | 13 |
|
2025
Q1 | $11.6M | Buy |
32,260
+19,091
| +145% | +$6.89M | 2.18% | 14 |
|
2024
Q4 | $5.29M | Buy |
+13,169
| New | +$5.29M | 0.97% | 22 |
|
2022
Q2 | – | Sell |
-16,680
| Closed | -$4.63M | – | 144 |
|
2022
Q1 | $4.63M | Sell |
16,680
-5,592
| -25% | -$1.55M | 1.97% | 14 |
|
2021
Q4 | $6.81M | Buy |
22,272
+6,485
| +41% | +$1.98M | 2.75% | 9 |
|
2021
Q3 | $4.33M | Sell |
15,787
-8,384
| -35% | -$2.3M | 2.72% | 7 |
|
2021
Q2 | $6.56M | Buy |
24,171
+1,846
| +8% | +$501K | 3.52% | 7 |
|
2021
Q1 | $5.43M | Buy |
+22,325
| New | +$5.43M | 3.33% | 7 |
|