LWA
Lowe Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
3,785
-25
| -0.7% | -$8.78K | 0.52% | 20 |
|
|
2025
Q1 | $1.21M | Buy |
3,810
+30
| +0.8% | +$9.53K | 0.51% | 20 |
|
|
2024
Q4 | $1.26M | Sell |
3,780
-509
| -12% | -$170K | 0.54% | 19 |
|
|
2024
Q3 | $1.4M | Sell |
4,289
-327
| -7% | -$107K | 0.6% | 18 |
|
|
2024
Q2 | $1.42M | Sell |
4,616
-200
| -4% | -$61.7K | 0.65% | 18 |
|
|
2024
Q1 | $1.45M | Sell |
4,816
-50
| -1% | -$15K | 0.67% | 16 |
|
|
2023
Q4 | $1.33M | Hold |
4,866
| – | – | 0.66% | 17 |
|
|
2023
Q3 | $1.19M | Hold |
4,866
| – | – | 0.63% | 16 |
|
|
2023
Q2 | $1.24M | Buy |
4,866
+100
| +2% | +$25.4K | 0.63% | 18 |
|
|
2023
Q1 | $1.12M | Sell |
4,766
-180
| -4% | -$42.4K | 0.6% | 18 |
|
|
2022
Q4 | $1.09M | Hold |
4,946
| – | – | 0.6% | 19 |
|
|
2022
Q3 | $1.02M | Hold |
4,946
| – | – | 0.6% | 18 |
|
|
2022
Q2 | $1.08M | Sell |
4,946
-50
| -1% | -$10.9K | 0.59% | 19 |
|
|
2022
Q1 | $1.31M | Sell |
4,996
-60
| -1% | -$15.7K | 0.59% | 20 |
|
|
2021
Q4 | $1.4M | Hold |
5,056
| – | – | 0.62% | 19 |
|
|
2021
Q3 | $1.29M | Sell |
5,056
-200
| -4% | -$51K | 0.61% | 20 |
|
|
2021
Q2 | $1.35M | Sell |
5,256
-100
| -2% | -$25.6K | 0.64% | 17 |
|
|
2021
Q1 | $1.27M | Sell |
5,356
-779
| -13% | -$185K | 0.64% | 17 |
|
|
2020
Q4 | $1.37M | Sell |
6,135
-100
| -2% | -$22.3K | 0.7% | 16 |
|
|
2020
Q3 | $1.22M | Hold |
6,235
| – | – | 0.68% | 17 |
|
|
2020
Q2 | $1.12M | Sell |
6,235
-950
| -13% | -$171K | 0.66% | 16 |
|
|
2020
Q1 | $1.07M | Sell |
7,185
-695
| -9% | -$103K | 0.75% | 16 |
|
|
2019
Q4 | $1.49M | Sell |
7,880
-990
| -11% | -$187K | 0.83% | 19 |
|
|
2019
Q3 | $1.54M | Sell |
8,870
-442
| -5% | -$76.8K | 0.92% | 17 |
|
|
2019
Q2 | $1.61M | Sell |
9,312
-215
| -2% | -$37.1K | 0.96% | 17 |
|
|
2019
Q1 | $1.59M | Sell |
9,527
-301
| -3% | -$50.2K | 0.96% | 18 |
|
|
2018
Q4 | $1.44M | Sell |
9,828
-817
| -8% | -$120K | 0.99% | 16 |
|
|
2018
Q3 | $1.83M | Sell |
10,645
-300
| -3% | -$51.7K | 1.09% | 16 |
|
|
2018
Q2 | $1.78M | Hold |
10,945
| – | – | 1.1% | 16 |
|
|
2018
Q1 | $1.71M | Sell |
10,945
-85
| -0.8% | -$13.3K | 1.07% | 16 |
|
|
2017
Q4 | $1.75M | Sell |
11,030
-300
| -3% | -$47.5K | 1.06% | 17 |
|
|
2017
Q3 | $1.69M | Sell |
11,330
-65
| -0.6% | -$9.7K | 1.06% | 19 |
|
|
2017
Q2 | $1.64M | Hold |
11,395
| – | – | 1.05% | 19 |
|
|
2017
Q1 | $1.59M | Sell |
11,395
-100
| -0.9% | -$14K | 1.05% | 18 |
|
|
2016
Q4 | $1.53M | Sell |
11,495
-759
| -6% | -$101K | 1.05% | 18 |
|
|
2016
Q3 | $1.57M | Sell |
12,254
-1,250
| -9% | -$160K | 1.06% | 18 |
|
|
2016
Q2 | $1.68M | Hold |
13,504
| – | – | 1.13% | 19 |
|
|
2016
Q1 | $1.63M | Sell |
13,504
-30,924
| -70% | -$3.74M | 1.12% | 19 |
|
|
2015
Q4 | $5.35M | Sell |
44,428
-1,370
| -3% | -$165K | 3.64% | 9 |
|
|
2015
Q3 | $5.22M | Sell |
45,798
-1,894
| -4% | -$216K | 3.95% | 9 |
|
|
2015
Q2 | $5.91M | Buy |
47,692
+1,780
| +4% | +$221K | 4% | 10 |
|
|
2015
Q1 | $5.69M | Buy |
45,912
+338
| +0.7% | +$41.9K | 3.86% | 10 |
|
|
2014
Q4 | $5.57M | Buy |
+45,574
| New | +$5.57M | 3.99% | 10 |
|