Lokken Investment Group’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
|
|||||
|
2025
Q1 | $2.06M | Sell |
|
|||||
|
2024
Q4 | $2.22M | Sell |
|
|||||
|
2024
Q3 | $2.26M | Sell |
|
|||||
|
2024
Q2 | $2.15M | Buy |
|
|||||
|
2024
Q1 | $2.08M | Buy |
|
|||||
|
2023
Q4 | $1.9M | Buy |
|
|||||
|
2023
Q3 | $1.59M | Buy |
|
|||||
|
2023
Q2 | $1.51M | Buy |
|
|||||
|
2023
Q1 | $1.35M | Buy |
|
|||||
|
2022
Q4 | $1.22M | Sell |
|
|||||
|
2022
Q3 | $1.2M | Buy |
|
|||||
|
2022
Q2 | $1.25M | Sell |
|
|||||
|
2022
Q1 | $1.4M | Sell |
|
|||||
|
2021
Q4 | $1.71M | Buy |
|
|||||
|
2021
Q3 | $1.56M | Buy |
|
|||||
|
2021
Q2 | $1.48M | Buy |
|
|||||
|
2021
Q1 | $1.35M | Sell |
|
|||||
|
2020
Q4 | $1.28M | Buy |
|