LRWM
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Lord & Richards Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lord & Richards Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-981
Closed -$354K – 103
2025
Q1 		$354K Sell
981
-154
-14% -$55.6K 0.4% 52
2024
Q4 		$456K Buy
+1,135
New +$456K 0.96% 45