ALWM
Andrews Lucia Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
4,641
-1,055
| -19% | -$358K | 1.02% | 13 |
|
|
2025
Q1 | $1.84M | Hold |
5,696
| – | – | 1.23% | 12 |
|
|
2024
Q4 | $1.79M | Hold |
5,696
| – | – | 1.2% | 12 |
|
|
2024
Q3 | $1.69M | Sell |
5,696
-5,696
| -50% | -$1.69M | 1.2% | 12 |
|
|
2024
Q2 | $3.34M | Buy |
11,392
+5,696
| +100% | +$1.67M | 2.33% | 9 |
|
|
2024
Q1 | $1.64M | Sell |
5,696
-755
| -12% | -$217K | 1.17% | 12 |
|
|
2023
Q4 | $1.69M | Hold |
6,451
| – | – | 1.31% | 11 |
|
|
2023
Q3 | $1.52M | Hold |
6,451
| – | – | 1.3% | 11 |
|
|
2023
Q2 | $1.57M | Hold |
6,451
| – | – | 1.31% | 11 |
|
|
2023
Q1 | $1.45M | Hold |
6,451
| – | – | 1.29% | 11 |
|
|
2022
Q4 | $1.36M | Sell |
6,451
-235
| -4% | -$49.5K | 1.26% | 12 |
|
|
2022
Q3 | $1.32M | Sell |
6,686
-380
| -5% | -$75K | 1.39% | 11 |
|
|
2022
Q2 | $1.77M | Hold |
7,066
| – | – | 1.67% | 10 |
|
|
2022
Q1 | $1.87M | Hold |
7,066
| – | – | 1.67% | 9 |
|
|
2021
Q4 | $1.87M | Buy |
+7,066
| New | +$1.87M | 1.69% | 9 |
|