LWA
LWS Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.38M | Sell |
9,064
-282
| -3% | -$74K | 0.89% | 28 |
|
|
2023
Q3 | $2.2M | Buy |
9,346
+324
| +4% | +$76.1K | 0.96% | 25 |
|
|
2023
Q2 | $2.2M | Buy |
9,022
+333
| +4% | +$81.2K | 0.93% | 26 |
|
|
2023
Q1 | $1.96M | Buy |
8,689
+591
| +7% | +$133K | 0.8% | 28 |
|
|
2022
Q4 | $1.7M | Buy |
8,098
+1,157
| +17% | +$244K | 0.71% | 28 |
|
|
2022
Q3 | $1.37M | Buy |
6,941
+346
| +5% | +$68.3K | 0.52% | 30 |
|
|
2022
Q2 | $1.37M | Buy |
6,595
+458
| +7% | +$95.1K | 0.65% | 30 |
|
|
2022
Q1 | $1.54M | Sell |
6,137
-64
| -1% | -$16K | 0.65% | 26 |
|
|
2021
Q4 | $1.64M | Sell |
6,201
-183
| -3% | -$48.4K | 0.67% | 26 |
|
|
2021
Q3 | $1.54M | Buy |
6,384
+20
| +0.3% | +$4.83K | 0.68% | 26 |
|
|
2021
Q2 | $1.54M | Buy |
6,364
+941
| +17% | +$228K | 0.68% | 26 |
|
|
2021
Q1 | $1.21M | Buy |
5,423
+261
| +5% | +$58.4K | 0.55% | 30 |
|
|
2020
Q4 | $1.09M | Buy |
5,162
+76
| +1% | +$16.1K | 0.49% | 31 |
|
|
2020
Q3 | $952K | Sell |
5,086
-384
| -7% | -$71.9K | 0.47% | 30 |
|
|
2020
Q2 | $939K | Sell |
5,470
-134
| -2% | -$23K | 0.49% | 30 |
|
|
2020
Q1 | $793K | Sell |
5,604
-654
| -10% | -$92.5K | 0.52% | 29 |
|
|
2019
Q4 | $1.12M | Buy |
+6,258
| New | +$1.12M | 0.58% | 25 |
|