LA
LM Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
1,000
| – | – | 0.05% | 141 |
|
|
2025
Q1 | $318K | Hold |
1,000
| – | – | 0.06% | 180 |
|
|
2024
Q4 | $334K | Sell |
1,000
-1
| -0.1% | -$334 | 0.06% | 155 |
|
|
2024
Q3 | $327K | Hold |
1,001
| – | – | 0.07% | 141 |
|
|
2024
Q2 | $309K | Hold |
1,001
| – | – | ﹤0.01% | 152 |
|
|
2024
Q1 | $300K | Hold |
1,001
| – | – | 0.05% | 178 |
|
|
2023
Q4 | $274K | Buy |
+1,001
| New | +$274K | 0.06% | 162 |
|