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