LP
LGL 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 | $625K | Buy |
1,414
+2
| +0.1% | +$884 | 0.28% | 31 |
|
|
2025
Q1 | $510K | Buy |
1,412
+1
| +0.1% | +$361 | 0.25% | 36 |
|
|
2024
Q4 | $567K | Sell |
1,411
-127
| -8% | -$51K | 0.08% | 68 |
|
|
2024
Q3 | $577K | Buy |
1,538
+2
| +0.1% | +$751 | 0.08% | 66 |
|
|
2024
Q2 | $560K | Buy |
1,536
+3
| +0.2% | +$1.09K | 0.08% | 64 |
|
|
2024
Q1 | $517K | Buy |
1,533
+1
| +0.1% | +$337 | 0.09% | 68 |
|
|
2023
Q4 | $464K | Buy |
1,532
+6
| +0.4% | +$1.82K | 0.06% | 72 |
|
|
2023
Q3 | $406K | Hold |
1,526
| – | – | 0.07% | 74 |
|
|
2023
Q2 | $420K | Buy |
1,526
+2
| +0.1% | +$550 | 0.07% | 74 |
|
|
2023
Q1 | $372K | Buy |
1,524
+4
| +0.3% | +$977 | 0.06% | 72 |
|
|
2022
Q4 | $326K | Buy |
1,520
+4
| +0.3% | +$857 | 0.06% | 73 |
|
|
2022
Q3 | $319K | Buy |
1,516
+4
| +0.3% | +$842 | 0.07% | 89 |
|
|
2022
Q2 | $331K | Buy |
1,512
+2
| +0.1% | +$438 | 0.05% | 75 |
|
|
2022
Q1 | $419K | Buy |
1,510
+3
| +0.2% | +$832 | 0.06% | 67 |
|
|
2021
Q4 | $461K | Buy |
1,507
+2
| +0.1% | +$612 | 0.05% | 68 |
|
|
2021
Q3 | $413K | Buy |
1,505
+2
| +0.1% | +$549 | 0.25% | 55 |
|
|
2021
Q2 | $408K | Buy |
1,503
+2
| +0.1% | +$543 | 0.24% | 55 |
|
|
2021
Q1 | $365K | Buy |
1,501
+2
| +0.1% | +$486 | 0.21% | 61 |
|
|
2020
Q4 | $361K | Buy |
1,499
+2
| +0.1% | +$482 | 0.21% | 61 |
|
|
2020
Q3 | $325K | Buy |
1,497
+3
| +0.2% | +$651 | 0.2% | 71 |
|
|
2020
Q2 | $287K | Buy |
1,494
+3
| +0.2% | +$576 | 0.18% | 68 |
|
|
2020
Q1 | $225K | Buy |
1,491
+5
| +0.3% | +$755 | 0.15% | 71 |
|
|
2019
Q4 | $262K | Buy |
1,486
+4
| +0.3% | +$705 | 0.09% | 90 |
|
|
2019
Q3 | $237K | Sell |
1,482
-1,127
| -43% | -$180K | 0.1% | 97 |
|
|
2019
Q2 | $410K | Buy |
2,609
+4
| +0.2% | +$629 | 0.16% | 67 |
|
|
2019
Q1 | $394K | Buy |
+2,605
| New | +$394K | 0.15% | 71 |
|
|
2018
Q4 | – | Sell |
-1,462
| Closed | -$228K | – | 53 |
|
|
2018
Q3 | $228K | Buy |
1,462
+4
| +0.3% | +$624 | 0.11% | 51 |
|
|
2018
Q2 | $210K | Sell |
1,458
-30,279
| -95% | -$4.36M | 0.1% | 58 |
|
|
2018
Q1 | $4.26M | Sell |
31,737
-3,208
| -9% | -$430K | 2.04% | 14 |
|
|
2017
Q4 | $4.71M | Buy |
34,945
+3
| +0% | +$404 | 2.1% | 15 |
|
|
2017
Q3 | $4.37M | Buy |
+34,942
| New | +$4.37M | 2.81% | 8 |
|