LWMG
Levy Wealth Management Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.68M | Buy |
18,402
+15
| +0.1% | +$4.63K | 1.45% | 10 |
|
|
2024
Q1 | $5.03M | Hold |
18,387
| – | – | 1.41% | 12 |
|
|
2023
Q4 | $5.03M | Buy |
18,387
+80
| +0.4% | +$21.9K | 1.41% | 12 |
|
|
2023
Q3 | $4.49M | Sell |
18,307
-73
| -0.4% | -$17.9K | 1.39% | 11 |
|
|
2023
Q2 | $4.68M | Buy |
18,380
+98
| +0.5% | +$24.9K | 1.39% | 11 |
|
|
2023
Q1 | $4.3M | Sell |
18,282
-317
| -2% | -$74.6K | 1.33% | 11 |
|
|
2022
Q4 | $4.1M | Buy |
18,599
+1,721
| +10% | +$380K | 1.37% | 14 |
|
|
2022
Q3 | $3.49M | Buy |
16,878
+39
| +0.2% | +$8.07K | 1.5% | 12 |
|
|
2022
Q2 | $3.66M | Buy |
16,839
+24
| +0.1% | +$5.22K | 1.68% | 10 |
|
|
2022
Q1 | $4.41M | Sell |
16,815
-51
| -0.3% | -$13.4K | 1.83% | 9 |
|
|
2021
Q4 | $4.68M | Sell |
16,866
-36
| -0.2% | -$9.99K | 2.12% | 9 |
|
|
2021
Q3 | $4.31M | Sell |
16,902
-107
| -0.6% | -$27.3K | 2.36% | 10 |
|
|
2021
Q2 | $4.35M | Sell |
17,009
-21
| -0.1% | -$5.37K | 2.5% | 7 |
|
|
2021
Q1 | $4.04M | Sell |
17,030
-16
| -0.1% | -$3.8K | 2.66% | 8 |
|
|
2020
Q4 | $3.81M | Buy |
+17,046
| New | +$3.81M | 2.7% | 9 |
|