LGWM
Litman Gregory Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Hold |
7,267
| – | – | 0.11% | 66 |
|
|
2025
Q1 | $1.37M | Sell |
7,267
-73
| -1% | -$13.7K | 0.12% | 63 |
|
|
2024
Q4 | $1.36M | Hold |
7,340
| – | – | 0.12% | 59 |
|
|
2024
Q3 | $1.39M | Hold |
7,340
| – | – | 0.12% | 62 |
|
|
2024
Q2 | $1.28M | Buy |
7,340
+745
| +11% | +$130K | 0.11% | 65 |
|
|
2024
Q1 | $1.18M | Buy |
6,595
+209
| +3% | +$37.4K | 0.11% | 67 |
|
|
2023
Q4 | $1.06M | Hold |
6,386
| – | – | 0.1% | 69 |
|
|
2023
Q3 | $970K | Buy |
+6,386
| New | +$970K | 0.1% | 70 |
|
|
2021
Q2 | – | Sell |
-492
| Closed | -$75K | – | 125 |
|
|
2021
Q1 | $75K | Hold |
492
| – | – | 0.01% | 87 |
|
|
2020
Q4 | $67K | Sell |
492
-434
| -47% | -$59.1K | 0.01% | 90 |
|
|
2020
Q3 | $109K | Buy |
926
+434
| +88% | +$51.1K | 0.02% | 69 |
|
|
2020
Q2 | $55K | Buy |
492
+125
| +34% | +$14K | 0.01% | 91 |
|
|
2020
Q1 | $36K | Hold |
367
| – | – | 0.01% | 95 |
|
|
2019
Q4 | $50K | Buy |
367
+117
| +47% | +$15.9K | 0.01% | 92 |
|
|
2019
Q3 | $32K | Hold |
250
| – | – | 0.01% | 91 |
|
|
2019
Q2 | $32K | Hold |
250
| – | – | 0.01% | 110 |
|
|
2019
Q1 | $31K | Buy |
+250
| New | +$31K | 0.01% | 79 |
|