3Chopt Investment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$161K Buy
2025
Q2
$138K Sell
2025
Q1
$139K Buy
2023
Q1
Sell
2022
Q4
$167K Buy