Lee Financial’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	$942K	Hold	2,219	–	–	0.14%	81
2025 Q1	$801K	Hold	2,219	–	–	0.12%	79
2024 Q4	$891K	Hold	2,219	–	–	0.13%	88
2024 Q3	$833K	Sell	2,219 -25	-1%	-$9.39K	0.12%	95
2024 Q2	$818K	Buy	2,244 +367	+20%	+$134K	0.13%	82
2024 Q1	$633K	Buy	1,877 +51	+3%	+$17.2K	0.11%	87
2023 Q4	$554K	Hold	1,826	–	–	0.1%	88
2023 Q3	$487K	Hold	1,826	–	–	0.09%	84
2023 Q2	$502K	Hold	1,826	–	–	0.09%	86
2023 Q1	$446K	Buy	1,826 +44	+2%	+$10.8K	0.08%	90
2022 Q4	$382K	Hold	1,782	–	–	0.07%	110
2022 Q3	$375K	Hold	1,782	–	–	0.07%	103
2022 Q2	$390K	Sell	1,782 -800	-31%	-$175K	0.07%	102
2022 Q1	$717K	Hold	2,582	–	–	0.13%	78
2021 Q4	$789K	Hold	2,582	–	–	0.15%	71
2021 Q3	$708K	Hold	2,582	–	–	0.15%	76
2021 Q2	$701K	Hold	2,582	–	–	0.15%	76
2021 Q1	$628K	Hold	2,582	–	–	0.15%	77
2020 Q4	$623K	Hold	2,582	–	–	0.16%	74
2020 Q3	$560K	Sell	2,582 -362	-12%	-$78.5K	0.16%	74
2020 Q2	$565K	Hold	2,944	–	–	0.16%	78
2020 Q1	$444K	Hold	2,944	–	–	0.15%	72
2019 Q4	$518K	Sell	2,944 -105	-3%	-$18.5K	0.11%	87
2019 Q3	$487K	Hold	3,049	–	–	0.11%	85
2019 Q2	$480K	Buy	3,049 +362	+13%	+$57K	0.11%	87
2019 Q1	$407K	Hold	2,687	–	–	0.1%	89
2018 Q4	$352K	Hold	2,687	–	–	0.09%	85
2018 Q3	$419K	Hold	2,687	–	–	0.1%	87
2018 Q2	$386K	Hold	2,687	–	–	0.09%	99
2018 Q1	$366K	Buy	+2,687	New	+$366K	0.09%	105