LWM Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
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|
2025
Q1 | $966K | Hold |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.03M | Hold |
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|
2024
Q2 | $971K | Buy |
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|
2024
Q1 | $903K | Sell |
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|
2023
Q4 | $829K | Hold |
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|
2023
Q3 | $742K | Sell |
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|
2023
Q2 | $773K | Sell |
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|
2023
Q1 | $721K | Sell |
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|
2022
Q4 | $728K | Buy |
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|
2022
Q3 | $639K | Buy |
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|
2022
Q2 | $666K | Sell |
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|
2022
Q1 | $814K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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