LBC
Lowe Brockenbrough & Co’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.94M | Buy |
19,764
+15,865
| +407% | +$5.57M | 0.39% | 67 |
|
|
2025
Q1 | $1.24M | Hold |
3,899
| – | – | 0.08% | 156 |
|
|
2024
Q4 | $1.3M | Hold |
3,899
| – | – | 0.08% | 149 |
|
|
2024
Q3 | $1.27M | Hold |
3,899
| – | – | 0.08% | 159 |
|
|
2024
Q2 | $1.2M | Buy |
3,899
+3
| +0.1% | +$926 | 0.08% | 158 |
|
|
2024
Q1 | $1.17M | Sell |
3,896
-171
| -4% | -$51.3K | 0.08% | 165 |
|
|
2023
Q4 | $1.11M | Hold |
4,067
| – | – | 0.09% | 169 |
|
|
2023
Q3 | $1M | Hold |
4,067
| – | – | 0.08% | 171 |
|
|
2023
Q2 | $1.03M | Sell |
4,067
-50
| -1% | -$12.7K | 0.08% | 171 |
|
|
2023
Q1 | $969K | Buy |
4,117
+50
| +1% | +$11.8K | 0.08% | 174 |
|
|
2022
Q4 | $898K | Hold |
4,067
| – | – | 0.08% | 179 |
|
|
2022
Q3 | $842K | Hold |
4,067
| – | – | 0.08% | 177 |
|
|
2022
Q2 | $884K | Hold |
4,067
| – | – | 0.08% | 178 |
|
|
2022
Q1 | $1.07M | Hold |
4,067
| – | – | 0.08% | 175 |
|
|
2021
Q4 | $1.13M | Buy |
4,067
+556
| +16% | +$154K | 0.08% | 168 |
|
|
2021
Q3 | $895K | Hold |
3,511
| – | – | 0.07% | 186 |
|
|
2021
Q2 | $899K | Sell |
3,511
-363
| -9% | -$92.9K | 0.08% | 158 |
|
|
2021
Q1 | $919K | Buy |
3,874
+10
| +0.3% | +$2.37K | 0.09% | 155 |
|
|
2020
Q4 | $864K | Hold |
3,864
| – | – | 0.09% | 151 |
|
|
2020
Q3 | $756K | Hold |
3,864
| – | – | 0.09% | 151 |
|
|
2020
Q2 | $696K | Buy |
3,864
+565
| +17% | +$102K | 0.09% | 156 |
|
|
2020
Q1 | $489K | Hold |
3,299
| – | – | 0.08% | 161 |
|
|
2019
Q4 | $622K | Buy |
3,299
+1,000
| +43% | +$189K | 0.08% | 164 |
|
|
2019
Q3 | $399K | Hold |
2,299
| – | – | 0.05% | 178 |
|
|
2019
Q2 | $396K | Buy |
2,299
+429
| +23% | +$73.9K | 0.05% | 178 |
|
|
2019
Q1 | $312K | Buy |
+1,870
| New | +$312K | 0.04% | 183 |
|