LWMG 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $588K | Buy |
1,869
+4
| +0.2% | +$1.26K | 0.11% | 51 |
|
2024
Q2 | $555K | Buy |
1,865
+3
| +0.2% | +$893 | 0.12% | 50 |
|
2024
Q1 | $536K | Sell |
1,862
-351
| -16% | -$101K | 0.12% | 48 |
|
2023
Q4 | $580K | Buy |
2,213
+12
| +0.5% | +$3.15K | 0.14% | 48 |
|
2023
Q3 | $517K | Hold |
2,201
| – | – | 0.14% | 50 |
|
2023
Q2 | $537K | Buy |
2,201
+4
| +0.2% | +$975 | 0.15% | 47 |
|
2023
Q1 | $495K | Buy |
2,197
+5
| +0.2% | +$1.13K | 0.15% | 49 |
|
2022
Q4 | $461K | Buy |
+2,192
| New | +$461K | 0.17% | 61 |
|