LPAM
Lodestar Private Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Buy |
13,830
+377
| +3% | +$128K | 0.54% | 47 |
|
|
2025
Q1 | $4.13M | Buy |
13,453
+41
| +0.3% | +$12.6K | 0.52% | 48 |
|
|
2024
Q4 | $4.32M | Sell |
13,412
-241
| -2% | -$77.6K | 0.54% | 42 |
|
|
2024
Q3 | $4.29M | Buy |
13,653
+10
| +0.1% | +$3.14K | 0.55% | 44 |
|
|
2024
Q2 | $4.06M | Sell |
13,643
-178
| -1% | -$53K | 0.56% | 44 |
|
|
2024
Q1 | $3.98M | Sell |
13,821
-373
| -3% | -$107K | 0.57% | 42 |
|
|
2023
Q4 | $3.72M | Sell |
14,194
-1,973
| -12% | -$517K | 0.57% | 44 |
|
|
2023
Q3 | $3.8M | Sell |
16,167
-87
| -0.5% | -$20.4K | 0.65% | 45 |
|
|
2023
Q2 | $3.96M | Sell |
16,254
-167
| -1% | -$40.7K | 0.66% | 39 |
|
|
2023
Q1 | $3.7M | Sell |
16,421
-440
| -3% | -$99.1K | 0.66% | 40 |
|
|
2022
Q4 | $3.55M | Buy |
+16,861
| New | +$3.55M | 0.68% | 40 |
|