Lauterbach Financial Advisors’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 | $385K | Hold |
1,095
| – | – | 0.21% | 53 |
|
|
2025
Q1 | $348K | Hold |
1,095
| – | – | 0.22% | 51 |
|
|
2024
Q4 | $366K | Hold |
1,095
| – | – | 0.22% | 47 |
|
|
2024
Q3 | $358K | Hold |
1,095
| – | – | 0.22% | 47 |
|
|
2024
Q2 | $332K | Hold |
1,095
| – | – | 0.22% | 46 |
|
|
2024
Q1 | $328K | Buy |
1,095
+1
| +0.1% | +$300 | 0.22% | 44 |
|
|
2023
Q4 | $300K | Buy |
+1,094
| New | +$300K | 0.21% | 46 |
|