Lakeshore Financial Planning’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
9,149
-30
| -0.3% | -$10.5K | 1.29% | 14 |
|
|
2025
Q1 | $2.92M | Sell |
9,179
-39
| -0.4% | -$12.4K | 1.21% | 14 |
|
|
2024
Q4 | $3.08M | Sell |
9,218
-12
| -0.1% | -$4.01K | 1.31% | 14 |
|
|
2024
Q3 | $3.02M | Sell |
9,230
-50
| -0.5% | -$16.3K | 1.33% | 14 |
|
|
2024
Q2 | $2.86M | Hold |
9,280
| – | – | 1.4% | 14 |
|
|
2024
Q1 | $2.78M | Hold |
9,280
| – | – | 1.41% | 13 |
|
|
2023
Q4 | $2.54M | Sell |
9,280
-909
| -9% | -$249K | 1.41% | 13 |
|
|
2023
Q3 | $2.5M | Buy |
+10,189
| New | +$2.5M | 1.42% | 13 |
|