LI
LMCG Investments’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Sell |
8,479
-3,263
| -28% | -$1.11M | 0.18% | 119 |
|
|
2025
Q1 | $3.6M | Sell |
11,742
-16
| -0.1% | -$4.91K | 0.24% | 110 |
|
|
2024
Q4 | $3.79M | Sell |
11,758
-1,074
| -8% | -$346K | 0.23% | 105 |
|
|
2024
Q3 | $4.03M | Buy |
12,832
+399
| +3% | +$125K | 0.24% | 110 |
|
|
2024
Q2 | $3.7M | Sell |
12,433
-259
| -2% | -$77.1K | 0.22% | 115 |
|
|
2024
Q1 | $3.66M | Buy |
12,692
+157
| +1% | +$45.2K | 0.22% | 118 |
|
|
2023
Q4 | $3.29M | Buy |
12,535
+99
| +0.8% | +$26K | 0.2% | 119 |
|
|
2023
Q3 | $2.92M | Sell |
12,436
-593
| -5% | -$139K | 0.2% | 120 |
|
|
2023
Q2 | $3.18M | Sell |
13,029
-3,407
| -21% | -$830K | 0.21% | 120 |
|
|
2023
Q1 | $3.7M | Buy |
16,436
+22
| +0.1% | +$4.96K | 0.25% | 108 |
|
|
2022
Q4 | $3.46M | Buy |
16,414
+844
| +5% | +$178K | 0.24% | 113 |
|
|
2022
Q3 | $3.07M | Buy |
15,570
+464
| +3% | +$91.5K | 0.22% | 123 |
|
|
2022
Q2 | $3.14M | Buy |
15,106
+565
| +4% | +$117K | 0.22% | 120 |
|
|
2022
Q1 | $3.64M | Buy |
+14,541
| New | +$3.64M | 0.21% | 127 |
|