LFA
Legacy Financial 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 | $298K | Hold |
849
| – | – | 0.05% | 275 |
|
|
2025
Q1 | $270K | Sell |
849
-23
| -3% | -$7.31K | 0.05% | 290 |
|
|
2024
Q4 | $291K | Sell |
872
-600
| -41% | -$201K | 0.05% | 275 |
|
|
2024
Q3 | $481K | Sell |
1,472
-59
| -4% | -$19.3K | 0.08% | 204 |
|
|
2024
Q2 | $473K | Hold |
1,531
| – | – | 0.08% | 182 |
|
|
2024
Q1 | $459K | Sell |
1,531
-282
| -16% | -$84.6K | 0.08% | 185 |
|
|
2023
Q4 | $496K | Sell |
1,813
-21
| -1% | -$5.75K | 0.1% | 171 |
|
|
2023
Q3 | $449K | Sell |
1,834
-530
| -22% | -$130K | 0.09% | 153 |
|
|
2023
Q2 | $602K | Sell |
2,364
-77
| -3% | -$19.6K | 0.11% | 114 |
|
|
2023
Q1 | $575K | Sell |
2,441
-261
| -10% | -$61.4K | 0.12% | 109 |
|
|
2022
Q4 | $596K | Sell |
2,702
-4,512
| -63% | -$996K | 0.13% | 97 |
|
|
2022
Q3 | $1.49M | Sell |
7,214
-26
| -0.4% | -$5.39K | 0.36% | 35 |
|
|
2022
Q2 | $1.57M | Buy |
7,240
+3,860
| +114% | +$839K | 0.39% | 29 |
|
|
2022
Q1 | $887K | Buy |
3,380
+177
| +6% | +$46.4K | 0.2% | 52 |
|
|
2021
Q4 | $889K | Sell |
3,203
-133
| -4% | -$36.9K | 0.2% | 53 |
|
|
2021
Q3 | $850K | Sell |
3,336
-428
| -11% | -$109K | 0.21% | 47 |
|
|
2021
Q2 | $963K | Sell |
3,764
-165
| -4% | -$42.2K | 0.24% | 39 |
|
|
2021
Q1 | $932K | Sell |
3,929
-96
| -2% | -$22.8K | 0.26% | 38 |
|
|
2020
Q4 | $900K | Sell |
4,025
-65
| -2% | -$14.5K | 0.25% | 35 |
|
|
2020
Q3 | $800K | Buy |
+4,090
| New | +$800K | 0.24% | 34 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1111 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1025 |
|
|
2018
Q3 | – | Sell |
-4,960
| Closed | -$826K | – | 914 |
|
|
2018
Q2 | $826K | Hold |
4,960
| – | – | 0.31% | 31 |
|
|
2018
Q1 | $779K | Hold |
4,960
| – | – | 0.31% | 28 |
|
|
2017
Q4 | $784K | Buy |
+4,960
| New | +$784K | 0.32% | 26 |
|