LGWM
Litman Gregory 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 | $2.25M | Buy |
5,307
+4,516
| +571% | +$1.92M | 0.18% | 56 |
|
|
2025
Q1 | $285K | Hold |
791
| – | – | 0.02% | 119 |
|
|
2024
Q4 | $318K | Hold |
791
| – | – | 0.03% | 106 |
|
|
2024
Q3 | $297K | Hold |
791
| – | – | 0.02% | 117 |
|
|
2024
Q2 | $288K | Hold |
791
| – | – | 0.03% | 113 |
|
|
2024
Q1 | $266K | Sell |
791
-97
| -11% | -$32.7K | 0.02% | 115 |
|
|
2023
Q4 | $269K | Buy |
+888
| New | +$269K | 0.03% | 109 |
|
|
2022
Q1 | – | Sell |
-1,924
| Closed | -$588K | – | 70 |
|
|
2021
Q4 | $588K | Buy |
+1,924
| New | +$588K | 0.1% | 52 |
|
|
2021
Q2 | – | Sell |
-77
| Closed | -$19K | – | 126 |
|
|
2021
Q1 | $19K | Hold |
77
| – | – | ﹤0.01% | 135 |
|
|
2020
Q4 | $19K | Hold |
77
| – | – | ﹤0.01% | 132 |
|
|
2020
Q3 | $17K | Sell |
77
-15
| -16% | -$3.31K | ﹤0.01% | 125 |
|
|
2020
Q2 | $18K | Hold |
92
| – | – | ﹤0.01% | 116 |
|
|
2020
Q1 | $14K | Sell |
92
-154
| -63% | -$23.4K | ﹤0.01% | 113 |
|
|
2019
Q4 | $43K | Buy |
246
+231
| +1,540% | +$40.4K | 0.01% | 100 |
|
|
2019
Q3 | $2K | Sell |
15
-154
| -91% | -$20.5K | ﹤0.01% | 182 |
|
|
2019
Q2 | $27K | Hold |
169
| – | – | 0.01% | 119 |
|
|
2019
Q1 | $26K | Hold |
169
| – | – | 0.01% | 83 |
|
|
2018
Q4 | $22K | Hold |
169
| – | – | 0.01% | 93 |
|
|
2018
Q3 | $26K | Sell |
169
-162
| -49% | -$24.9K | 0.01% | 71 |
|
|
2018
Q2 | $48K | Hold |
331
| – | – | 0.02% | 53 |
|
|
2018
Q1 | $45K | Hold |
331
| – | – | 0.02% | 99 |
|
|
2017
Q4 | $45 | Hold |
331
| – | – | 0.01% | 51 |
|
|
2017
Q3 | $41K | Hold |
331
| – | – | 0.02% | 54 |
|
|
2017
Q2 | $39K | Hold |
331
| – | – | 0.02% | 36 |
|
|
2017
Q1 | $38K | Hold |
331
| – | – | 0.02% | 40 |
|
|
2016
Q4 | $35K | Buy |
+331
| New | +$35K | 0.02% | 36 |
|