LGWM
Litman Gregory Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.34M | Sell |
24,548
-281
| -1% | -$95.4K | 0.66% | 34 |
|
|
2025
Q1 | $7.62M | Sell |
24,829
-383
| -2% | -$117K | 0.65% | 36 |
|
|
2024
Q4 | $8.12M | Sell |
25,212
-8
| -0% | -$2.58K | 0.7% | 33 |
|
|
2024
Q3 | $7.93M | Sell |
25,220
-32
| -0.1% | -$10.1K | 0.66% | 36 |
|
|
2024
Q2 | $7.51M | Sell |
25,252
-784
| -3% | -$233K | 0.67% | 36 |
|
|
2024
Q1 | $7.5M | Buy |
26,036
+300
| +1% | +$86.4K | 0.68% | 35 |
|
|
2023
Q4 | $6.75M | Sell |
25,736
-296
| -1% | -$77.6K | 0.64% | 35 |
|
|
2023
Q3 | $6.12M | Sell |
26,032
-660
| -2% | -$155K | 0.63% | 34 |
|
|
2023
Q2 | $6.51M | Buy |
+26,692
| New | +$6.51M | 0.81% | 19 |
|
|
2023
Q1 | – | Sell |
-26,770
| Closed | -$5.64M | – | 70 |
|
|
2022
Q4 | $5.64M | Buy |
26,770
+3,304
| +14% | +$696K | 0.79% | 20 |
|
|
2022
Q3 | $4.63M | Buy |
23,466
+3,737
| +19% | +$737K | 0.74% | 21 |
|
|
2022
Q2 | $4.1M | Buy |
19,729
+1,925
| +11% | +$400K | 0.6% | 28 |
|
|
2022
Q1 | $4.45M | Sell |
17,804
-536
| -3% | -$134K | 0.65% | 25 |
|
|
2021
Q4 | $4.85M | Sell |
18,340
-120
| -0.7% | -$31.7K | 0.82% | 21 |
|
|
2021
Q3 | $4.46M | Buy |
18,460
+13,959
| +310% | +$3.37M | 0.84% | 19 |
|
|
2021
Q2 | $4.5K | Sell |
4,501
-14,052
| -76% | -$14.1K | 0.84% | 18 |
|
|
2021
Q1 | $4.15M | Buy |
18,553
+636
| +4% | +$142K | 0.81% | 18 |
|
|
2020
Q4 | $3.8M | Buy |
17,917
+75
| +0.4% | +$15.9K | 0.7% | 21 |
|
|
2020
Q3 | $3.34M | Buy |
17,842
+137
| +0.8% | +$25.6K | 0.69% | 21 |
|
|
2020
Q2 | $3.04M | Sell |
17,705
-63
| -0.4% | -$10.8K | 0.67% | 21 |
|
|
2020
Q1 | $2.52M | Buy |
17,768
+16,950
| +2,072% | +$2.4M | 0.63% | 21 |
|
|
2019
Q4 | $146K | Buy |
818
+200
| +32% | +$35.7K | 0.03% | 57 |
|
|
2019
Q3 | $102K | Hold |
618
| – | – | 0.03% | 62 |
|
|
2019
Q2 | $101K | Hold |
618
| – | – | 0.03% | 63 |
|
|
2019
Q1 | $97K | Hold |
618
| – | – | 0.03% | 54 |
|
|
2018
Q4 | $86K | Hold |
618
| – | – | 0.03% | 59 |
|
|
2018
Q3 | $100K | Hold |
618
| – | – | 0.03% | 48 |
|
|
2018
Q2 | $94K | Hold |
618
| – | – | 0.04% | 43 |
|
|
2018
Q1 | $91K | Hold |
618
| – | – | 0.04% | 52 |
|
|
2017
Q4 | $92 | Hold |
618
| – | – | 0.03% | 41 |
|
|
2017
Q3 | $86K | Hold |
618
| – | – | 0.04% | 40 |
|
|
2017
Q2 | $84K | Hold |
618
| – | – | 0.05% | 30 |
|
|
2017
Q1 | $81K | Hold |
618
| – | – | 0.05% | 32 |
|
|
2016
Q4 | $77K | Hold |
618
| – | – | 0.05% | 31 |
|
|
2016
Q3 | $74K | Buy |
+618
| New | +$74K | 0.05% | 27 |
|