LGT Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Sell |
1,415
-38
| -3% | -$12.9K | 1.22% | 21 |
|
|
2025
Q1 | $446K | Buy |
1,453
+227
| +19% | +$69.6K | 1.36% | 18 |
|
|
2024
Q4 | $395K | Hold |
1,226
| – | – | 0.87% | 20 |
|
|
2024
Q3 | $386K | Buy |
1,226
+2
| +0.2% | +$629 | 0.95% | 24 |
|
|
2024
Q2 | $364K | Sell |
1,224
-587
| -32% | -$175K | 0.77% | 28 |
|
|
2024
Q1 | $522K | Sell |
1,811
-64
| -3% | -$18.4K | 0.61% | 30 |
|
|
2023
Q4 | $492K | Sell |
1,875
-170
| -8% | -$44.6K | 0.6% | 32 |
|
|
2023
Q3 | $480K | Sell |
2,045
-665
| -25% | -$156K | 0.61% | 27 |
|
|
2023
Q2 | $661K | Buy |
+2,710
| New | +$661K | 0.7% | 46 |
|
|
2023
Q1 | – | Sell |
-3,318
| Closed | -$699K | – | 143 |
|
|
2022
Q4 | $699K | Buy |
+3,318
| New | +$699K | 0.82% | 22 |
|