LRI 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
$646K Sell
1,522
-1,049
-41% -$445K 0.05% 152
2025
Q1
$929K Buy
2,571
+1,372
+114% +$496K 0.09% 113
2024
Q4
$481K Sell
1,199
-1,217
-50% -$489K 0.05% 142
2024
Q3
$956K Buy
2,416
+1,217
+102% +$482K 0.09% 89
2024
Q2
$437K Hold
1,199
0.05% 127
2024
Q1
$404K Buy
+1,199
New +$404K 0.1% 87