LWMG LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.45M | Buy |
32,691
+3,294
| +11% | +$550K | 1.04% | 18 |
|
|
2024
Q2 | $4.48M | Buy |
29,397
+3,273
| +13% | +$498K | 0.94% | 19 |
|
|
2024
Q1 | $4.15M | Buy |
26,124
+3,667
| +16% | +$582K | 0.96% | 19 |
|
|
2023
Q4 | $3.49M | Sell |
22,457
-2,466
| -10% | -$383K | 0.86% | 20 |
|
|
2023
Q3 | $3.38M | Sell |
24,923
-971
| -4% | -$132K | 0.93% | 20 |
|
|
2023
Q2 | $3.65M | Buy |
25,894
+1,626
| +7% | +$229K | 1.02% | 19 |
|
|
2023
Q1 | $3.33M | Buy |
24,268
+6,061
| +33% | +$830K | 1.04% | 19 |
|
|
2022
Q4 | $2.52M | Buy |
+18,207
| New | +$2.52M | 0.91% | 23 |
|