LM Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Sell |
2,941
-300
| -9% | -$58.2K | 0.07% | 120 |
|
|
2025
Q1 | $610K | Buy |
3,241
+726
| +29% | +$137K | 0.11% | 140 |
|
|
2024
Q4 | $466K | Hold |
2,515
| – | – | 0.08% | 140 |
|
|
2024
Q3 | $477K | Hold |
2,515
| – | – | 0.1% | 121 |
|
|
2024
Q2 | $439K | Hold |
2,515
| – | – | ﹤0.01% | 139 |
|
|
2024
Q1 | $450K | Buy |
2,515
+500
| +25% | +$89.5K | 0.07% | 144 |
|
|
2023
Q4 | $333K | Buy |
+2,015
| New | +$333K | 0.07% | 143 |
|