LAS
LWM Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
3,040
| – | – | 0.74% | 28 |
|
|
2025
Q1 | $966K | Hold |
3,040
| – | – | 0.67% | 29 |
|
|
2024
Q4 | $1.02M | Sell |
3,040
-106
| -3% | -$35.4K | 0.71% | 30 |
|
|
2024
Q3 | $1.03M | Hold |
3,146
| – | – | 0.76% | 27 |
|
|
2024
Q2 | $971K | Buy |
3,146
+138
| +5% | +$42.6K | 0.82% | 27 |
|
|
2024
Q1 | $903K | Sell |
3,008
-19
| -0.6% | -$5.7K | 0.72% | 29 |
|
|
2023
Q4 | $829K | Hold |
3,027
| – | – | 0.73% | 28 |
|
|
2023
Q3 | $742K | Sell |
3,027
-12
| -0.4% | -$2.94K | 0.8% | 25 |
|
|
2023
Q2 | $773K | Sell |
3,039
-24
| -0.8% | -$6.11K | 0.82% | 24 |
|
|
2023
Q1 | $721K | Sell |
3,063
-235
| -7% | -$55.3K | 0.77% | 26 |
|
|
2022
Q4 | $728K | Buy |
3,298
+213
| +7% | +$47K | 0.8% | 26 |
|
|
2022
Q3 | $639K | Buy |
3,085
+19
| +0.6% | +$3.94K | 0.72% | 36 |
|
|
2022
Q2 | $666K | Sell |
3,066
-35
| -1% | -$7.6K | 0.8% | 35 |
|
|
2022
Q1 | $814K | Sell |
3,101
-640
| -17% | -$168K | 1.01% | 20 |
|
|
2021
Q4 | $1.04M | Buy |
+3,741
| New | +$1.04M | 1.29% | 15 |
|