LA
Legacy Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-701
| Closed | -$223K | – | 211 |
|
|
2025
Q1 | $223K | Hold |
701
| – | – | 0.02% | 389 |
|
|
2024
Q4 | $234K | Buy |
701
+1
| +0.1% | +$334 | 0.02% | 355 |
|
|
2024
Q3 | $229K | Buy |
700
+1
| +0.1% | +$327 | 0.02% | 341 |
|
|
2024
Q2 | $216K | Buy |
+699
| New | +$216K | 0.03% | 306 |
|
|
2019
Q3 | – | Sell |
-339
| Closed | -$58K | – | 218 |
|
|
2019
Q2 | $58K | Buy |
339
+1
| +0.3% | +$171 | 0.04% | 193 |
|
|
2019
Q1 | $56K | Buy |
+338
| New | +$56K | 0.02% | 202 |
|
|
2018
Q4 | – | Sell |
-334
| Closed | -$58K | – | 249 |
|
|
2018
Q3 | $58K | Hold |
334
| – | – | 0.03% | 217 |
|
|
2018
Q2 | $54K | Hold |
334
| – | – | 0.04% | 180 |
|
|
2018
Q1 | $52K | Buy |
334
+227
| +212% | +$35.3K | 0.04% | 161 |
|
|
2017
Q4 | $16K | Buy |
+107
| New | +$16K | 0.02% | 206 |
|