LCWP
Legacy Capital Wealth Partners’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 | $763K | Buy |
1,796
+890
| +98% | +$378K | 0.17% | 120 |
|
|
2025
Q1 | $327K | Sell |
906
-197
| -18% | -$71.1K | 0.08% | 263 |
|
|
2024
Q4 | $443K | Buy |
+1,103
| New | +$443K | 0.11% | 204 |
|
|
2023
Q4 | – | Sell |
-2,106
| Closed | -$560K | – | 299 |
|
|
2023
Q3 | $560K | Sell |
2,106
-11,446
| -84% | -$3.04M | 0.15% | 134 |
|
|
2023
Q2 | $3.73M | Sell |
13,552
-23,328
| -63% | -$6.42M | 3.1% | 11 |
|
|
2023
Q1 | $9.01M | Sell |
36,880
-3,346
| -8% | -$818K | 2.46% | 11 |
|
|
2022
Q4 | $8.62M | Buy |
+40,226
| New | +$8.62M | 4.12% | 10 |
|