Emergent Wealth Advisors, LLC’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
$345K Buy
2025
Q2
$328K Buy
2025
Q1
$317K Buy
2024
Q4
$310K Buy