LWM
Liberty Wealth Management’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 | $506K | Buy |
1,191
+2
| +0.2% | +$849 | 0.08% | 127 |
|
|
2025
Q1 | $429K | Buy |
1,189
+1
| +0.1% | +$361 | 0.08% | 99 |
|
|
2024
Q4 | $477K | Hold |
1,188
| – | – | 0.08% | 122 |
|
|
2024
Q3 | $446K | Sell |
1,188
-302
| -20% | -$113K | 0.08% | 125 |
|
|
2024
Q2 | $543K | Sell |
1,490
-18
| -1% | -$6.56K | 0.1% | 110 |
|
|
2024
Q1 | $508K | Buy |
1,508
+225
| +18% | +$75.8K | 0.1% | 107 |
|
|
2023
Q4 | $389K | Sell |
1,283
-17
| -1% | -$5.15K | 0.08% | 116 |
|
|
2023
Q3 | $346K | Hold |
1,300
| – | – | 0.09% | 116 |
|
|
2023
Q2 | $358K | Buy |
1,300
+67
| +5% | +$18.4K | 0.09% | 122 |
|
|
2023
Q1 | $301K | Buy |
+1,233
| New | +$301K | 0.06% | 173 |
|
|
2022
Q3 | $295K | Sell |
1,404
-755
| -35% | -$159K | 0.08% | 108 |
|
|
2022
Q2 | $511K | Buy |
2,159
+780
| +57% | +$185K | 0.21% | 80 |
|
|
2022
Q1 | $383K | Buy |
+1,379
| New | +$383K | 0.14% | 93 |
|
|
2021
Q4 | – | Sell |
-1,745
| Closed | -$497K | – | 95 |
|
|
2021
Q3 | $497K | Buy |
1,745
+989
| +131% | +$282K | 0.18% | 79 |
|
|
2021
Q2 | $205K | Hold |
756
| – | – | 0.08% | 130 |
|
|
2021
Q1 | $184K | Hold |
756
| – | – | 0.09% | 112 |
|
|
2020
Q4 | $184K | Hold |
756
| – | – | 0.09% | 111 |
|
|
2020
Q3 | $164K | Hold |
756
| – | – | 0.1% | 111 |
|
|
2020
Q2 | $145K | Sell |
756
-560
| -43% | -$107K | 0.1% | 112 |
|
|
2020
Q1 | $198K | Hold |
1,316
| – | – | 0.17% | 89 |
|
|
2019
Q4 | $231K | Hold |
1,316
| – | – | 0.18% | 95 |
|
|
2019
Q3 | $210K | Hold |
1,316
| – | – | 0.2% | 91 |
|
|
2019
Q2 | $207K | Hold |
1,316
| – | – | 0.18% | 104 |
|
|
2019
Q1 | $199K | Hold |
1,316
| – | – | 0.15% | 87 |
|
|
2018
Q4 | $172K | Buy |
+1,316
| New | +$172K | 0.13% | 92 |
|