LM Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

LM Advisors’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$571K	Sell
2025 Q1	$610K	Buy
2024 Q4	$466K	Hold
2024 Q3	$477K	Hold
2024 Q2	$439K	Hold
2024 Q1	$450K	Buy
2023 Q4	$333K	Buy