LGT Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

LGT Financial Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$481K	Sell
2025 Q1	$446K	Buy
2024 Q4	$395K	Hold
2024 Q3	$386K	Buy
2024 Q2	$364K	Sell
2024 Q1	$522K	Sell
2023 Q4	$492K	Sell
2023 Q3	$480K	Sell
2023 Q2	$661K	Buy
2023 Q1	–	Sell
2022 Q4	$699K	Buy