LGT Financial Advisors’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
Q3 | $765K | Buy |
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|
2025
Q2 | $707K | Buy |
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|
2025
Q1 | $638K | Sell |
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|
2024
Q4 | $757K | Buy |
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|
2024
Q3 | $738K | Buy |
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|
2024
Q2 | $695K | Sell |
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|
2024
Q1 | $1,000K | Buy |
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|
2023
Q4 | $910K | Sell |
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|
2023
Q3 | $860K | Hold |
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|
2023
Q2 | $893K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $838K | Buy |
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