LRIA
Leonard Rickey Investment Advisors’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 | $942K | Sell |
2,219
-11
| -0.5% | -$4.67K | 0.19% | 46 |
|
|
2025
Q1 | $785K | Sell |
2,230
-33
| -1% | -$11.6K | 0.17% | 46 |
|
|
2024
Q4 | $909K | Sell |
2,263
-122
| -5% | -$49K | 0.21% | 43 |
|
|
2024
Q3 | $895K | Sell |
2,385
-9
| -0.4% | -$3.38K | 0.2% | 44 |
|
|
2024
Q2 | $873K | Buy |
2,394
+53
| +2% | +$19.3K | 0.21% | 43 |
|
|
2024
Q1 | $789K | Sell |
2,341
-265
| -10% | -$89.3K | 0.2% | 42 |
|
|
2023
Q4 | $790K | Sell |
2,606
-32
| -1% | -$9.7K | 0.23% | 40 |
|
|
2023
Q3 | $702K | Sell |
2,638
-53
| -2% | -$14.1K | 0.23% | 39 |
|
|
2023
Q2 | $740K | Sell |
2,691
-71
| -3% | -$19.5K | 0.28% | 36 |
|
|
2023
Q1 | $675K | Sell |
2,762
-278
| -9% | -$67.9K | 0.26% | 35 |
|
|
2022
Q4 | $651K | Buy |
3,040
+94
| +3% | +$20.1K | 0.28% | 34 |
|
|
2022
Q3 | $620K | Sell |
2,946
-36
| -1% | -$7.58K | 0.29% | 34 |
|
|
2022
Q2 | $652K | Buy |
2,982
+21
| +0.7% | +$4.59K | 0.29% | 34 |
|
|
2022
Q1 | $822K | Sell |
2,961
-252
| -8% | -$70K | 0.31% | 33 |
|
|
2021
Q4 | $982K | Buy |
3,213
+32
| +1% | +$9.78K | 0.36% | 30 |
|
|
2021
Q3 | $872K | Sell |
3,181
-70
| -2% | -$19.2K | 0.37% | 31 |
|
|
2021
Q2 | $911K | Sell |
3,251
-85
| -3% | -$23.8K | 0.39% | 29 |
|
|
2021
Q1 | $811K | Buy |
3,336
+35
| +1% | +$8.51K | 0.33% | 32 |
|
|
2020
Q4 | $796K | Sell |
3,301
-16
| -0.5% | -$3.86K | 0.36% | 29 |
|
|
2020
Q3 | $720K | Sell |
3,317
-254
| -7% | -$55.1K | 0.45% | 28 |
|
|
2020
Q2 | $686K | Sell |
3,571
-167
| -4% | -$32.1K | 0.45% | 27 |
|
|
2020
Q1 | $563K | Sell |
3,738
-624
| -14% | -$94K | 0.44% | 29 |
|
|
2019
Q4 | $767K | Sell |
4,362
-172
| -4% | -$30.2K | 0.46% | 30 |
|
|
2019
Q3 | $724K | Sell |
4,534
-365
| -7% | -$58.3K | 0.48% | 30 |
|
|
2019
Q2 | $771K | Sell |
4,899
-127
| -3% | -$20K | 0.52% | 29 |
|
|
2019
Q1 | $761K | Sell |
5,026
-135
| -3% | -$20.4K | 0.55% | 27 |
|
|
2018
Q4 | $676K | Sell |
5,161
-96
| -2% | -$12.6K | 0.56% | 28 |
|
|
2018
Q3 | $820K | Sell |
5,257
-98
| -2% | -$15.3K | 0.6% | 25 |
|
|
2018
Q2 | $770K | Sell |
5,355
-516
| -9% | -$74.2K | 0.58% | 24 |
|
|
2018
Q1 | $799K | Sell |
5,871
-403
| -6% | -$54.8K | 0.62% | 23 |
|
|
2017
Q4 | $845K | Buy |
+6,274
| New | +$845K | 0.65% | 22 |
|