LVW Advisors’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 | $412K | Hold |
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|
2025
Q2 | $383K | Hold |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $363K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q4 | $204K | Sell |
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|
2021
Q3 | $211K | Sell |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $207K | Sell |
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|
2020
Q4 | $268K | Sell |
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|
2020
Q3 | $255K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $254K | Sell |
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|
2019
Q2 | $281K | Sell |
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|
2019
Q1 | $308K | Hold |
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|
2018
Q4 | $271K | Sell |
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|
2018
Q3 | $321K | Buy |
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|
2018
Q2 | $260K | Sell |
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|
2018
Q1 | $255K | Hold |
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|
2017
Q4 | $258K | Sell |
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|
2017
Q3 | $286K | Sell |
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|
2017
Q2 | $281K | Sell |
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|
2017
Q1 | $297K | Sell |
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|
2016
Q4 | $496K | Sell |
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|
2016
Q3 | $493K | Sell |
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|
2016
Q2 | $1.21M | Sell |
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|
2016
Q1 | $1.6M | Sell |
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|
2015
Q4 | $1.66M | Sell |
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|
2015
Q3 | $3.74M | Sell |
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|
2015
Q2 | $4.45M | Sell |
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|
2015
Q1 | $4.5M | Sell |
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|
2014
Q4 | $4.72M | Buy |
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