LA
LexAurum Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
657
| – | – | 0.04% | 326 |
|
|
2025
Q1 | $202K | Sell |
657
-1
| -0.2% | -$307 | 0.04% | 331 |
|
|
2024
Q4 | $212K | Sell |
658
-65
| -9% | -$20.9K | 0.04% | 307 |
|
|
2024
Q3 | $227K | Hold |
723
| – | – | 0.05% | 279 |
|
|
2024
Q2 | $215K | Hold |
723
| – | – | 0.05% | 271 |
|
|
2024
Q1 | $208K | Buy |
+723
| New | +$208K | 0.05% | 278 |
|
|
2022
Q1 | – | Sell |
-855
| Closed | -$226K | – | 269 |
|
|
2021
Q4 | $226K | Hold |
855
| – | – | 0.07% | 231 |
|
|
2021
Q3 | $207K | Hold |
855
| – | – | 0.06% | 262 |
|
|
2021
Q2 | $207K | Buy |
+855
| New | +$207K | 0.06% | 270 |
|