AWM
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Aegis Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Aegis 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
2025
Q2 		$1.61M Hold
8,560
– – 0.97% 32
2025
Q1 		$1.61M Hold
8,560
– – 0.95% 32
2024
Q4 		$1.58M Buy
+8,560
New +$1.58M 1.07% 25