LGWM
Litman Gregory Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Sell |
75,993
-9,021
| -11% | -$1.95M | 1.29% | 20 |
|
|
2025
Q1 | $17M | Sell |
85,014
-26,233
| -24% | -$5.23M | 1.45% | 15 |
|
|
2024
Q4 | $24.6M | Sell |
111,247
-9,449
| -8% | -$2.09M | 2.13% | 11 |
|
|
2024
Q3 | $26.7M | Sell |
120,696
-769
| -0.6% | -$170K | 2.23% | 12 |
|
|
2024
Q2 | $24.6M | Buy |
121,465
+3,810
| +3% | +$773K | 2.19% | 12 |
|
|
2024
Q1 | $24.7M | Sell |
117,655
-34
| -0% | -$7.15K | 2.24% | 11 |
|
|
2023
Q4 | $23.6M | Sell |
117,689
-13,677
| -10% | -$2.75M | 2.24% | 11 |
|
|
2023
Q3 | $23.2M | Buy |
131,366
+4,605
| +4% | +$814K | 2.4% | 11 |
|
|
2023
Q2 | $23.7M | Buy |
+126,761
| New | +$23.7M | 2.96% | 10 |
|
|
2023
Q1 | – | Sell |
-141,808
| Closed | -$24.7M | – | 71 |
|
|
2022
Q4 | $24.7M | Sell |
141,808
-10,424
| -7% | -$1.82M | 3.45% | 10 |
|
|
2022
Q3 | $25.1M | Buy |
152,232
+5,420
| +4% | +$894K | 4.01% | 9 |
|
|
2022
Q2 | $24.9M | Sell |
146,812
-6,476
| -4% | -$1.1M | 3.66% | 9 |
|
|
2022
Q1 | $31.5M | Buy |
153,288
+19,673
| +15% | +$4.04M | 4.6% | 7 |
|
|
2021
Q4 | $29.7M | Buy |
133,615
+9,523
| +8% | +$2.12M | 5.05% | 6 |
|
|
2021
Q3 | $27.1M | Buy |
124,092
+97,832
| +373% | +$21.4M | 5.11% | 5 |
|
|
2021
Q2 | $26.3K | Sell |
26,260
-68,506
| -72% | -$68.5K | 4.9% | 5 |
|
|
2021
Q1 | $20.9M | Buy |
94,766
+1,005
| +1% | +$222K | 4.1% | 6 |
|
|
2020
Q4 | $18.4M | Buy |
93,761
+852
| +0.9% | +$167K | 3.38% | 8 |
|
|
2020
Q3 | $13.9M | Buy |
92,909
+1,475
| +2% | +$221K | 2.88% | 8 |
|
|
2020
Q2 | $13.1M | Buy |
91,434
+1,703
| +2% | +$244K | 2.89% | 8 |
|
|
2020
Q1 | $10.3M | Buy |
89,731
+7,372
| +9% | +$844K | 2.58% | 9 |
|
|
2019
Q4 | $13.6M | Buy |
82,359
+3,064
| +4% | +$508K | 3.04% | 10 |
|
|
2019
Q3 | $12M | Buy |
79,295
+196
| +0.2% | +$29.7K | 2.94% | 10 |
|
|
2019
Q2 | $12.3M | Sell |
79,099
-1,048
| -1% | -$163K | 3.25% | 9 |
|
|
2019
Q1 | $12.3M | Buy |
80,147
+2,752
| +4% | +$421K | 3.34% | 9 |
|
|
2018
Q4 | $10.4M | Buy |
77,395
+29,049
| +60% | +$3.89M | 3.18% | 9 |
|
|
2018
Q3 | $8.15M | Buy |
48,346
+1,676
| +4% | +$283K | 2.75% | 7 |
|
|
2018
Q2 | $7.64M | Buy |
46,670
+15,061
| +48% | +$2.47M | 3.01% | 7 |
|
|
2018
Q1 | $4.8M | Buy |
31,609
+5,228
| +20% | +$794K | 1.96% | 10 |
|
|
2017
Q4 | $4.02K | Buy |
26,381
+4,823
| +22% | +$735 | 1.21% | 10 |
|
|
2017
Q3 | $3.19M | Buy |
21,558
+633
| +3% | +$93.8K | 1.56% | 10 |
|
|
2017
Q2 | $2.95M | Buy |
20,925
+4,476
| +27% | +$631K | 1.68% | 10 |
|
|
2017
Q1 | $2.26M | Buy |
16,449
+7,018
| +74% | +$965K | 1.4% | 11 |
|
|
2016
Q4 | $1.27M | Sell |
9,431
-126
| -1% | -$17K | 0.85% | 15 |
|
|
2016
Q3 | $1.19M | Buy |
9,557
+1,163
| +14% | +$144K | 0.86% | 13 |
|
|
2016
Q2 | $965K | Buy |
8,394
+5,347
| +175% | +$615K | 0.77% | 13 |
|
|
2016
Q1 | $337K | Buy |
3,047
+1,126
| +59% | +$125K | 0.27% | 19 |
|
|
2015
Q4 | $216K | Buy |
+1,921
| New | +$216K | 0.16% | 24 |
|
|
2014
Q3 | – | Sell |
-6,708
| Closed | -$797K | – | 16 |
|
|
2014
Q2 | $797K | Buy |
6,708
+235
| +4% | +$27.9K | 1.43% | 10 |
|
|
2014
Q1 | $753K | Sell |
6,473
-27
| -0.4% | -$3.14K | 0.91% | 12 |
|
|
2013
Q4 | $750K | Sell |
6,500
-1,059
| -14% | -$122K | 0.92% | 10 |
|
|
2013
Q3 | $806K | Sell |
7,559
-94
| -1% | -$10K | 0.97% | 9 |
|
|
2013
Q2 | $742K | Buy |
+7,653
| New | +$742K | 0.83% | 11 |
|