LGL Partners’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $6.74M | Sell |
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|
2024
Q3 | $6.7M | Sell |
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|
2024
Q2 | $10.2M | Buy |
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|
2024
Q1 | $9.94M | Sell |
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|
2023
Q4 | $83.3M | Buy |
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|
2023
Q3 | $74M | Hold |
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|
2023
Q2 | $76.9M | Buy |
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|
2023
Q1 | $70.9M | Buy |
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|
2022
Q4 | $66.2M | Buy |
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|
2022
Q3 | $61.8M | Buy |
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|
2022
Q2 | $64.6M | Buy |
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|
2022
Q1 | $77.8M | Buy |
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|
2021
Q4 | $82M | Buy |
|