LM Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

LM Advisors’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$351K	Hold
2025 Q1	$318K	Hold
2024 Q4	$334K	Sell
2024 Q3	$327K	Hold
2024 Q2	$309K	Hold
2024 Q1	$300K	Hold
2023 Q4	$274K	Buy