LPAM
Lodestar Private Asset 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 | $803K | Sell |
1,891
-125
| -6% | -$53.1K | 0.09% | 111 |
|
|
2025
Q1 | $728K | Buy |
2,016
+1
| +0% | +$361 | 0.09% | 113 |
|
|
2024
Q4 | $809K | Buy |
2,015
+296
| +17% | +$119K | 0.1% | 110 |
|
|
2024
Q3 | $645K | Buy |
1,719
+1
| +0.1% | +$375 | 0.08% | 122 |
|
|
2024
Q2 | $626K | Buy |
1,718
+713
| +71% | +$260K | 0.09% | 121 |
|
|
2024
Q1 | $339K | Sell |
1,005
-24
| -2% | -$8.09K | 0.05% | 165 |
|
|
2023
Q4 | $312K | Hold |
1,029
| – | – | 0.05% | 161 |
|
|
2023
Q3 | $274K | Sell |
1,029
-260
| -20% | -$69.2K | 0.05% | 163 |
|
|
2023
Q2 | $355K | Buy |
1,289
+8
| +0.6% | +$2.2K | 0.06% | 148 |
|
|
2023
Q1 | $313K | Sell |
1,281
-167
| -12% | -$40.8K | 0.06% | 154 |
|
|
2022
Q4 | $310K | Buy |
+1,448
| New | +$310K | 0.06% | 156 |
|