LPWM LLC’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $657K | Hold |
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|
2025
Q2 | $611K | Buy |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $528K | Sell |
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|
2024
Q3 | $513K | Hold |
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|
2024
Q2 | $500K | Sell |
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|
2024
Q1 | $467K | Hold |
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|
2023
Q4 | $425K | Hold |
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|
2023
Q3 | $387K | Hold |
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|
2023
Q2 | $402K | Hold |
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|
2023
Q1 | $372K | Hold |
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|
2022
Q4 | $355K | Hold |
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|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $354K | Hold |
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|
2022
Q1 | $409K | Sell |
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|
2021
Q4 | $452K | Hold |
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|
2021
Q3 | $418K | Sell |
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|
2021
Q2 | $428K | Sell |
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|
2021
Q1 | $514K | Buy |
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|
2020
Q4 | $411K | Sell |
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|
2020
Q3 | $423K | Hold |
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|
2020
Q2 | $386K | Sell |
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|
2020
Q1 | $331K | Sell |
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|
2019
Q4 | $581K | Buy |
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