LWL
Leo Wealth LLC’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 | $3.45M | Sell |
8,128
-31
| -0.4% | -$13.2K | 0.27% | 72 |
|
2025
Q1 | $2.95M | Sell |
8,159
-24
| -0.3% | -$8.67K | 0.42% | 50 |
|
2024
Q4 | $3.29M | Sell |
8,183
-347
| -4% | -$139K | 0.29% | 62 |
|
2024
Q3 | $3.2M | Sell |
8,530
-30
| -0.4% | -$11.3K | 0.29% | 62 |
|
2024
Q2 | $3.12M | Sell |
8,560
-517
| -6% | -$188K | 0.32% | 60 |
|
2024
Q1 | $3.06M | Sell |
9,077
-27
| -0.3% | -$9.1K | 0.31% | 57 |
|
2023
Q4 | $2.77M | Buy |
+9,104
| New | +$2.77M | 0.29% | 60 |
|