Lokken Investment Group’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 | $405K | Buy |
953
+107
| +13% | +$45.4K | 0.16% | 93 |
|
|
2025
Q1 | $305K | Buy |
846
+6
| +0.7% | +$2.17K | 0.13% | 99 |
|
|
2024
Q4 | $337K | Hold |
840
| – | – | 0.15% | 96 |
|
|
2024
Q3 | $315K | Sell |
840
-61
| -7% | -$22.9K | 0.13% | 108 |
|
|
2024
Q2 | $328K | Hold |
901
| – | – | 0.15% | 100 |
|
|
2024
Q1 | $304K | Buy |
901
+15
| +2% | +$5.06K | 0.15% | 103 |
|
|
2023
Q4 | $269K | Buy |
+886
| New | +$269K | 0.15% | 102 |
|
|
2021
Q2 | – | Sell |
-1,034
| Closed | -$251K | – | 118 |
|
|
2021
Q1 | $251K | Hold |
1,034
| – | – | 0.22% | 97 |
|
|
2020
Q4 | $249K | Buy |
+1,034
| New | +$249K | 0.23% | 85 |
|