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Allium Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Allium Financial Advisors’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 		$301K Hold
1,551
– – 0.22% 63
2025
Q1 		$292K Buy
+1,551
New +$292K 0.27% 56