LAS
LWM Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
+5,264
| New | +$1.02M | 0.71% | 29 |
|
|
2023
Q4 | – | Sell |
-305
| Closed | -$46.3K | – | 119 |
|
|
2023
Q3 | $46.3K | Buy |
+305
| New | +$46.3K | 0.05% | 90 |
|
|
2022
Q1 | – | Sell |
-2,304
| Closed | -$387K | – | 118 |
|
|
2021
Q4 | $387K | Buy |
+2,304
| New | +$387K | 0.48% | 63 |
|