Lloyd Advisory Services’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
Q1 | – | Sell |
-4,213
| Closed | -$1.69M | – | 105 |
|
|
2024
Q4 | $1.69M | Buy |
4,213
+36
| +0.9% | +$14.5K | 0.8% | 24 |
|
|
2024
Q3 | $1.57M | Buy |
+4,177
| New | +$1.57M | 0.76% | 33 |
|
|
2024
Q1 | – | Sell |
-5,554
| Closed | -$1.68M | – | 149 |
|
|
2023
Q4 | $1.68M | Buy |
+5,554
| New | +$1.68M | 0.8% | 28 |
|
|
2022
Q2 | – | Sell |
-17
| Closed | -$5K | – | 324 |
|
|
2022
Q1 | $5K | Buy |
17
+4
| +31% | +$1.18K | ﹤0.01% | 449 |
|
|
2021
Q4 | $4K | Sell |
13
-101
| -89% | -$31.1K | ﹤0.01% | 357 |
|
|
2021
Q3 | $31K | Buy |
114
+110
| +2,750% | +$29.9K | 0.02% | 210 |
|
|
2021
Q2 | $1K | Sell |
4
-88
| -96% | -$22K | ﹤0.01% | 376 |
|
|
2021
Q1 | $22K | Buy |
92
+84
| +1,050% | +$20.1K | 0.01% | 210 |
|
|
2020
Q4 | $2K | Sell |
8
-5
| -38% | -$1.25K | ﹤0.01% | 311 |
|
|
2020
Q3 | $3K | Sell |
13
-8,100
| -100% | -$1.87M | ﹤0.01% | 265 |
|
|
2020
Q2 | $1.56M | Buy |
+8,113
| New | +$1.56M | 0.98% | 13 |
|
|
2020
Q1 | – | Sell |
-2,001
| Closed | -$352K | – | 343 |
|
|
2019
Q4 | $352K | Buy |
+2,001
| New | +$352K | 0.32% | 45 |
|