LWM
LJI Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+647
| New | +$227K | 0.04% | 167 |
|
|
2025
Q1 | – | Sell |
-607
| Closed | -$203K | – | 187 |
|
|
2024
Q4 | $203K | Sell |
607
-122
| -17% | -$40.8K | 0.04% | 172 |
|
|
2024
Q3 | $238K | Hold |
729
| – | – | 0.05% | 170 |
|
|
2024
Q2 | $225K | Hold |
729
| – | – | 0.05% | 166 |
|
|
2024
Q1 | $219K | Buy |
+729
| New | +$219K | 0.06% | 138 |
|