LFGO
Legacy Financial Group (Oklahoma)’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 | $4.45M | Buy |
10,487
+133
| +1% | +$56.5K | 1.32% | 19 |
|
2025
Q1 | $3.74M | Buy |
10,354
+324
| +3% | +$117K | 1.2% | 23 |
|
2024
Q4 | $4.03M | Buy |
10,030
+279
| +3% | +$112K | 1.3% | 23 |
|
2024
Q3 | $3.65M | Sell |
9,751
-214
| -2% | -$80K | 1.24% | 23 |
|
2024
Q2 | $3.63M | Sell |
9,965
-4
| -0% | -$1.46K | 1.38% | 21 |
|
2024
Q1 | $3.36M | Buy |
9,969
+447
| +5% | +$151K | 1.32% | 22 |
|
2023
Q4 | $2.89M | Buy |
9,522
+299
| +3% | +$90.6K | 1.26% | 22 |
|
2023
Q3 | $2.45M | Sell |
9,223
-94
| -1% | -$25K | 1.21% | 22 |
|
2023
Q2 | $2.56M | Sell |
9,317
-709
| -7% | -$195K | 1.28% | 21 |
|
2023
Q1 | $2.45M | Buy |
10,026
+133
| +1% | +$32.5K | 1.35% | 21 |
|
2022
Q4 | $2.12M | Buy |
+9,893
| New | +$2.12M | 1.31% | 23 |
|