LIG
Lokken Investment Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
3,329
-3,162
| -49% | -$1.11M | 0.45% | 61 |
|
|
2025
Q1 | $2.06M | Sell |
6,491
-148
| -2% | -$47K | 0.87% | 28 |
|
|
2024
Q4 | $2.22M | Sell |
6,639
-288
| -4% | -$96.3K | 0.96% | 27 |
|
|
2024
Q3 | $2.26M | Sell |
6,927
-50
| -0.7% | -$16.3K | 0.94% | 25 |
|
|
2024
Q2 | $2.15M | Buy |
6,977
+32
| +0.5% | +$9.88K | 1.01% | 25 |
|
|
2024
Q1 | $2.08M | Buy |
6,945
+17
| +0.2% | +$5.1K | 1.04% | 24 |
|
|
2023
Q4 | $1.9M | Buy |
6,928
+420
| +6% | +$115K | 1.07% | 24 |
|
|
2023
Q3 | $1.59M | Buy |
6,508
+585
| +10% | +$143K | 1.05% | 25 |
|
|
2023
Q2 | $1.51M | Buy |
5,923
+186
| +3% | +$47.3K | 0.98% | 27 |
|
|
2023
Q1 | $1.35M | Buy |
5,737
+226
| +4% | +$53.2K | 1.03% | 25 |
|
|
2022
Q4 | $1.22M | Sell |
5,511
-286
| -5% | -$63.1K | 0.96% | 27 |
|
|
2022
Q3 | $1.2M | Buy |
5,797
+34
| +0.6% | +$7.04K | 1.03% | 28 |
|
|
2022
Q2 | $1.25M | Sell |
5,763
-84
| -1% | -$18.3K | 1.02% | 26 |
|
|
2022
Q1 | $1.4M | Sell |
5,847
-321
| -5% | -$76.6K | 1.11% | 24 |
|
|
2021
Q4 | $1.71M | Buy |
6,168
+30
| +0.5% | +$8.33K | 1.22% | 21 |
|
|
2021
Q3 | $1.56M | Buy |
6,138
+344
| +6% | +$87.7K | 1.24% | 21 |
|
|
2021
Q2 | $1.48M | Buy |
5,794
+105
| +2% | +$26.9K | 1.2% | 21 |
|
|
2021
Q1 | $1.35M | Sell |
5,689
-41
| -0.7% | -$9.73K | 1.19% | 21 |
|
|
2020
Q4 | $1.28M | Buy |
+5,730
| New | +$1.28M | 1.17% | 22 |
|