LGT Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
2,013
+5
| +0.2% | +$1.76K | 1.79% | 16 |
|
|
2025
Q1 | $638K | Sell |
2,008
-257
| -11% | -$81.6K | 1.95% | 14 |
|
|
2024
Q4 | $757K | Buy |
2,265
+7
| +0.3% | +$2.34K | 1.67% | 13 |
|
|
2024
Q3 | $738K | Buy |
2,258
+8
| +0.4% | +$2.61K | 1.82% | 14 |
|
|
2024
Q2 | $695K | Sell |
2,250
-1,080
| -32% | -$333K | 1.47% | 13 |
|
|
2024
Q1 | $1,000K | Buy |
3,330
+7
| +0.2% | +$2.1K | 1.16% | 15 |
|
|
2023
Q4 | $910K | Sell |
3,323
-187
| -5% | -$51.2K | 1.11% | 16 |
|
|
2023
Q3 | $860K | Hold |
3,510
| – | – | 1.09% | 14 |
|
|
2023
Q2 | $893K | Buy |
+3,510
| New | +$893K | 0.95% | 31 |
|
|
2023
Q1 | – | Sell |
-3,795
| Closed | -$838K | – | 150 |
|
|
2022
Q4 | $838K | Buy |
+3,795
| New | +$838K | 0.99% | 21 |
|