Lion Street Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
593
-2
| -0.3% | -$849 | 0.08% | 238 |
|
|
2025
Q1 | $215K | Sell |
595
-150
| -20% | -$54.2K | 0.07% | 250 |
|
|
2024
Q4 | $299K | Buy |
745
+2
| +0.3% | +$803 | 0.1% | 203 |
|
|
2024
Q3 | $279K | Sell |
743
-125
| -14% | -$46.9K | 0.1% | 209 |
|
|
2024
Q2 | $316K | Buy |
+868
| New | +$316K | 0.12% | 188 |
|
|
2023
Q3 | – | Sell |
-3,837
| Closed | -$1.14M | – | 280 |
|
|
2023
Q2 | $1.14M | Sell |
3,837
-1,541
| -29% | -$459K | 0.38% | 44 |
|
|
2023
Q1 | $1.31M | Buy |
+5,378
| New | +$1.31M | 0.41% | 37 |
|