LPWM LLC’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Buy |
1,798
+165
| +10% | +$56K | 0.18% | 52 |
|
|
2025
Q1 | $501K | Sell |
1,633
-6
| -0.4% | -$1.84K | 0.16% | 52 |
|
|
2024
Q4 | $528K | Sell |
1,639
-10
| -0.6% | -$3.22K | 0.17% | 53 |
|
|
2024
Q3 | $513K | Hold |
1,649
| – | – | 0.17% | 51 |
|
|
2024
Q2 | $500K | Sell |
1,649
-1
| -0.1% | -$303 | 0.17% | 51 |
|
|
2024
Q1 | $467K | Hold |
1,650
| – | – | 0.17% | 49 |
|
|
2023
Q4 | $425K | Hold |
1,650
| – | – | 0.17% | 47 |
|
|
2023
Q3 | $387K | Hold |
1,650
| – | – | 0.17% | 44 |
|
|
2023
Q2 | $402K | Hold |
1,650
| – | – | 0.18% | 45 |
|
|
2023
Q1 | $372K | Hold |
1,650
| – | – | 0.18% | 47 |
|
|
2022
Q4 | $355K | Hold |
1,650
| – | – | 0.19% | 45 |
|
|
2022
Q3 | $325K | Hold |
1,650
| – | – | 0.19% | 45 |
|
|
2022
Q2 | $354K | Hold |
1,650
| – | – | 0.2% | 43 |
|
|
2022
Q1 | $409K | Sell |
1,650
-60
| -4% | -$14.9K | 0.2% | 44 |
|
|
2021
Q4 | $452K | Hold |
1,710
| – | – | 0.24% | 39 |
|
|
2021
Q3 | $418K | Sell |
1,710
-30
| -2% | -$7.33K | 0.25% | 39 |
|
|
2021
Q2 | $428K | Sell |
1,740
-528
| -23% | -$130K | 0.26% | 38 |
|
|
2021
Q1 | $514K | Buy |
2,268
+329
| +17% | +$74.6K | 0.35% | 32 |
|
|
2020
Q4 | $411K | Sell |
1,939
-307
| -14% | -$65.1K | 0.31% | 39 |
|
|
2020
Q3 | $423K | Hold |
2,246
| – | – | 0.34% | 33 |
|
|
2020
Q2 | $386K | Sell |
2,246
-90
| -4% | -$15.5K | 0.35% | 29 |
|
|
2020
Q1 | $331K | Sell |
2,336
-920
| -28% | -$130K | 0.36% | 29 |
|
|
2019
Q4 | $581K | Buy |
+3,256
| New | +$581K | 0.54% | 23 |
|