Lee Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Hold |
|
|||||
|
2025
Q2 | $942K | Hold |
|
|||||
|
2025
Q1 | $801K | Hold |
|
|||||
|
2024
Q4 | $891K | Hold |
|
|||||
|
2024
Q3 | $833K | Sell |
|
|||||
|
2024
Q2 | $818K | Buy |
|
|||||
|
2024
Q1 | $633K | Buy |
|
|||||
|
2023
Q4 | $554K | Hold |
|
|||||
|
2023
Q3 | $487K | Hold |
|
|||||
|
2023
Q2 | $502K | Hold |
|
|||||
|
2023
Q1 | $446K | Buy |
|
|||||
|
2022
Q4 | $382K | Hold |
|
|||||
|
2022
Q3 | $375K | Hold |
|
|||||
|
2022
Q2 | $390K | Sell |
|
|||||
|
2022
Q1 | $717K | Hold |
|
|||||
|
2021
Q4 | $789K | Hold |
|
|||||
|
2021
Q3 | $708K | Hold |
|
|||||
|
2021
Q2 | $701K | Hold |
|
|||||
|
2021
Q1 | $628K | Hold |
|
|||||
|
2020
Q4 | $623K | Hold |
|
|||||
|
2020
Q3 | $560K | Sell |
|
|||||
|
2020
Q2 | $565K | Hold |
|
|||||
|
2020
Q1 | $444K | Hold |
|
|||||
|
2019
Q4 | $518K | Sell |
|
|||||
|
2019
Q3 | $487K | Hold |
|
|||||
|
2019
Q2 | $480K | Buy |
|
|||||
|
2019
Q1 | $407K | Hold |
|
|||||
|
2018
Q4 | $352K | Hold |
|
|||||
|
2018
Q3 | $419K | Hold |
|
|||||
|
2018
Q2 | $386K | Hold |
|
|||||
|
2018
Q1 | $366K | Buy |
|