LMCG Investments’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 | $655K | Hold |
1,543
| – | – | 0.04% | 180 |
|
|
2025
Q1 | $557K | Sell |
1,543
-485
| -24% | -$175K | 0.04% | 186 |
|
|
2024
Q4 | $814K | Sell |
2,028
-22
| -1% | -$8.84K | 0.05% | 176 |
|
|
2024
Q3 | $770K | Sell |
2,050
-23
| -1% | -$8.63K | 0.05% | 169 |
|
|
2024
Q2 | $756K | Sell |
2,073
-7
| -0.3% | -$2.55K | 0.04% | 214 |
|
|
2024
Q1 | $701K | Sell |
2,080
-21
| -1% | -$7.08K | 0.04% | 235 |
|
|
2023
Q4 | $637K | Sell |
2,101
-10
| -0.5% | -$3.03K | 0.04% | 249 |
|
|
2023
Q3 | $562K | Sell |
2,111
-587
| -22% | -$156K | 0.04% | 251 |
|
|
2023
Q2 | $742K | Buy |
2,698
+572
| +27% | +$157K | 0.05% | 239 |
|
|
2023
Q1 | $519K | Buy |
2,126
+65
| +3% | +$15.9K | 0.03% | 253 |
|
|
2022
Q4 | $442K | Sell |
2,061
-68
| -3% | -$14.6K | 0.03% | 268 |
|
|
2022
Q3 | $448K | Sell |
2,129
-5
| -0.2% | -$1.05K | 0.03% | 280 |
|
|
2022
Q2 | $467K | Hold |
2,134
| – | – | 0.03% | 269 |
|
|
2022
Q1 | $592K | Buy |
+2,134
| New | +$592K | 0.03% | 271 |
|
|
2015
Q3 | $8.26M | Buy |
88,832
+1,513
| +2% | +$141K | 0.18% | 227 |
|
|
2015
Q2 | $8.65M | Buy |
87,319
+541
| +0.6% | +$53.6K | 0.19% | 219 |
|
|
2015
Q1 | $8.58M | Buy |
86,778
+2,199
| +3% | +$218K | 0.18% | 235 |
|
|
2014
Q4 | $8.09M | Buy |
84,579
+80,978
| +2,249% | +$7.74M | 0.18% | 222 |
|
|
2014
Q3 | $330K | Sell |
3,601
-115
| -3% | -$10.5K | 0.01% | 430 |
|
|
2014
Q2 | $338K | Sell |
3,716
-25
| -0.7% | -$2.27K | 0.01% | 427 |
|
|
2014
Q1 | $324K | Hold |
3,741
| – | – | 0.01% | 433 |
|
|
2013
Q4 | $322K | Sell |
3,741
-40
| -1% | -$3.44K | 0.01% | 434 |
|
|
2013
Q3 | $296K | Hold |
3,781
| – | – | 0.01% | 422 |
|
|
2013
Q2 | $275K | Buy |
+3,781
| New | +$275K | 0.01% | 430 |
|