Lionsbridge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-916
| Closed | -$344K | – | 68 |
|
|
2024
Q3 | $344K | Hold |
916
| – | – | 0.27% | 67 |
|
|
2024
Q2 | $334K | Hold |
916
| – | – | 0.27% | 55 |
|
|
2024
Q1 | $309K | Hold |
916
| – | – | 0.24% | 54 |
|
|
2023
Q4 | $278K | Hold |
916
| – | – | 0.22% | 51 |
|
|
2023
Q3 | $244K | Hold |
916
| – | – | 0.23% | 44 |
|
|
2023
Q2 | $252K | Hold |
916
| – | – | 0.23% | 41 |
|
|
2023
Q1 | $224K | Buy |
+916
| New | +$224K | 0.21% | 43 |
|
|
2022
Q3 | – | Sell |
-916
| Closed | -$200K | – | 36 |
|
|
2022
Q2 | $200K | Hold |
916
| – | – | 0.23% | 38 |
|
|
2022
Q1 | $254K | Hold |
916
| – | – | 0.29% | 46 |
|
|
2021
Q4 | $279K | Hold |
916
| – | – | 0.3% | 49 |
|
|
2021
Q3 | $251K | Hold |
916
| – | – | 0.27% | 51 |
|
|
2021
Q2 | $248K | Hold |
916
| – | – | 0.26% | 50 |
|
|
2021
Q1 | $222K | Hold |
916
| – | – | 0.22% | 54 |
|
|
2020
Q4 | $220K | Buy |
+916
| New | +$220K | 0.24% | 49 |
|
|
2020
Q1 | – | Sell |
-916
| Closed | -$162K | – | 175 |
|
|
2019
Q4 | $162K | Buy |
+916
| New | +$162K | 0.15% | 48 |
|