LWM
Lakeridge Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
1,427
-1,380
| -49% | -$268K | 0.13% | 123 |
|
|
2025
Q1 | $528K | Sell |
2,807
-69
| -2% | -$13K | 0.26% | 79 |
|
|
2024
Q4 | $532K | Buy |
2,876
+2
| +0.1% | +$370 | 0.28% | 76 |
|
|
2024
Q3 | $545K | Buy |
2,874
+12
| +0.4% | +$2.28K | 0.3% | 71 |
|
|
2024
Q2 | $499K | Buy |
2,862
+1,673
| +141% | +$292K | 0.3% | 69 |
|
|
2024
Q1 | $213K | Sell |
1,189
-173
| -13% | -$31K | 0.14% | 125 |
|
|
2023
Q4 | $225K | Buy |
+1,362
| New | +$225K | 0.16% | 114 |
|