LGL Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Buy |
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|
2025
Q1 | $821K | Buy |
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|
2024
Q4 | $860K | Buy |
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|
2024
Q3 | $837K | Buy |
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|
2024
Q2 | $789K | Buy |
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|
2024
Q1 | $762K | Buy |
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|
2023
Q4 | $692K | Buy |
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|
2023
Q3 | $615K | Hold |
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|
2023
Q2 | $638K | Buy |
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|
2023
Q1 | $588K | Buy |
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $511K | Buy |
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|
2022
Q2 | $535K | Buy |
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|
2022
Q1 | $642K | Buy |
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|
2021
Q4 | $677K | Buy |
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|
2021
Q3 | $617K | Buy |
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|
2021
Q2 | $616K | Buy |
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|
2021
Q1 | $568K | Buy |
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|
2020
Q4 | $536K | Buy |
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|
2020
Q3 | $472K | Buy |
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|
2020
Q2 | $431K | Buy |
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|
2020
Q1 | $354K | Buy |
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|
2019
Q4 | $444K | Buy |
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|
2019
Q3 | $407K | Buy |
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|
2019
Q2 | $401K | Buy |
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|
2019
Q1 | $386K | Buy |
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|
2018
Q4 | $339K | Buy |
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|
2018
Q3 | $391K | Buy |
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|
2018
Q2 | $366K | Hold |
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|
2018
Q1 | $353K | Buy |
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|
2017
Q4 | $356K | Buy |
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|
2017
Q3 | $334K | Buy |
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|
2017
Q2 | $320K | Hold |
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|
2017
Q1 | $310K | Buy |
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|
2016
Q4 | $293K | Buy |
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|
2016
Q3 | $281K | Buy |
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|
2016
Q2 | $270K | Hold |
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|
2016
Q1 | $265K | Buy |
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|
2015
Q4 | $261K | Buy |
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