LGWM
Litman Gregory Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,657
| Closed | -$272K | – | 140 |
|
|
2024
Q4 | $272K | Buy |
1,657
+273
| +20% | +$44.8K | 0.02% | 114 |
|
|
2024
Q3 | $231K | Hold |
1,384
| – | – | 0.02% | 130 |
|
|
2024
Q2 | $211K | Hold |
1,384
| – | – | 0.02% | 128 |
|
|
2024
Q1 | $220K | Sell |
1,384
-350
| -20% | -$55.6K | 0.02% | 123 |
|
|
2023
Q4 | $269K | Hold |
1,734
| – | – | 0.03% | 108 |
|
|
2023
Q3 | $235K | Hold |
1,734
| – | – | 0.02% | 114 |
|
|
2023
Q2 | $244K | Buy |
+1,734
| New | +$244K | 0.03% | 77 |
|
|
2021
Q2 | – | Sell |
-134
| Closed | -$21K | – | 127 |
|
|
2021
Q1 | $21K | Hold |
134
| – | – | ﹤0.01% | 131 |
|
|
2020
Q4 | $18K | Hold |
134
| – | – | ﹤0.01% | 137 |
|
|
2020
Q3 | $13K | Hold |
134
| – | – | ﹤0.01% | 137 |
|
|
2020
Q2 | $13K | Sell |
134
-2
| -1% | -$194 | ﹤0.01% | 125 |
|
|
2020
Q1 | $11K | Sell |
136
-26
| -16% | -$2.1K | ﹤0.01% | 119 |
|
|
2019
Q4 | $21K | Hold |
162
| – | – | ﹤0.01% | 122 |
|
|
2019
Q3 | $19K | Hold |
162
| – | – | ﹤0.01% | 115 |
|
|
2019
Q2 | $20K | Buy |
162
+136
| +523% | +$16.8K | 0.01% | 140 |
|
|
2019
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 127 |
|
|
2018
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 141 |
|
|
2018
Q3 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 108 |
|