9WM
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9258 Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

9258 Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$263K Hold
1,387
– – 0.04% 290
2024
Q2 		$242K Hold
1,387
– – 0.04% 297
2024
Q1 		$248K Hold
1,387
– – 0.04% 288
2023
Q4 		$229K Buy
+1,387
New +$229K 0.04% 289