LPAM
Lodestar Private Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Sell |
52,898
-1,452
| -3% | -$313K | 1.32% | 25 |
|
|
2025
Q1 | $10.8M | Buy |
54,350
+1,290
| +2% | +$257K | 1.36% | 21 |
|
|
2024
Q4 | $11.7M | Buy |
53,060
+644
| +1% | +$142K | 1.47% | 17 |
|
|
2024
Q3 | $11.6M | Sell |
52,416
-280
| -0.5% | -$61.8K | 1.47% | 18 |
|
|
2024
Q2 | $10.7M | Sell |
52,696
-726
| -1% | -$147K | 1.47% | 18 |
|
|
2024
Q1 | $11.2M | Sell |
53,422
-346
| -0.6% | -$72.8K | 1.6% | 16 |
|
|
2023
Q4 | $10.8M | Sell |
53,768
-8,119
| -13% | -$1.63M | 1.65% | 16 |
|
|
2023
Q3 | $10.9M | Sell |
61,887
-10,377
| -14% | -$1.83M | 1.87% | 15 |
|
|
2023
Q2 | $13.5M | Sell |
72,264
-9,267
| -11% | -$1.74M | 2.27% | 9 |
|
|
2023
Q1 | $14.5M | Sell |
81,531
-4,545
| -5% | -$811K | 2.6% | 9 |
|
|
2022
Q4 | $15M | Buy |
+86,076
| New | +$15M | 2.88% | 7 |
|