Lakeshore Financial Planning, Inc. Ishares Russell 1000 Gr ETF Transaction History

Lakeshore Financial Planning, Inc.

$269 Billion
Q3 2025

A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 879 shares of IWF stock, worth $413,947. This represents 0.15% of its overall portfolio holdings.

Number of Shares

879

Previous 894 1.68%

Holding current value

$413,947

Previous $380 Million 8.47%

% of portfolio

0.15%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$420.11 - $472.68 $6,301 - $7,090	-15 Reduced 1.68%	879 $412 Million
Q2 2025 Jul 14, 2025	BUY	$320.42 - $424.58 $32,682 - $43,307	102 Added 12.88%	894 $380 Million
Q1 2025 May 15, 2025	SELL	$360.07 - $417.26 $21,244 - $24,618	-59 Reduced 6.93%	792 $286 Million
Q4 2024 Feb 11, 2025	SELL	$370.24 - $418.94 $11,477 - $12,987	-31 Reduced 3.51%	851 $342 Million
Q3 2024 Oct 31, 2024	BUY	$332.02 - $382.76 $23,905 - $27,558	72 Added 8.89%	882 $331 Million

Q1 2024 May 10, 2024	SELL	$294.43 - $339.01 $4,122 - $4,746	-14 Reduced 1.7%	810 $273 Million
Q3 2023 Nov 14, 2023	BUY	$263.8 - $285.38 $217,371 - $235,153	824 New	824 $219 Million

Others Institutions Holding IWF

# of Institutions

2,629

Shares Held

205M

Call Options Held

534K

Put Options Held

288K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Lakeshore Financial Planning, Inc. Ishares Russell 1000 Gr ETF Transaction History