LWMG LLC’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
2024
Q3
$54.7M Buy
145,765
+4,771
+3% +$1.79M 10.4% 3
2024
Q2
$51.4M Buy
140,994
+8,758
+7% +$3.19M 10.84% 3
2024
Q1
$44.6M Sell
132,236
-45
-0% -$15.2K 10.29% 3
2023
Q4
$40.1M Buy
132,281
+8,755
+7% +$2.65M 9.84% 3
2023
Q3
$32.9M Sell
123,526
-2,475
-2% -$658K 9.01% 3
2023
Q2
$34.7M Buy
126,001
+81,482
+183% +$22.4M 9.7% 3
2023
Q1
$10.9M Buy
44,519
+5,526
+14% +$1.35M 3.41% 8
2022
Q4
$8.35M Buy
+38,993
New +$8.35M 3% 7