Alpha Financial 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
Q2
$229K Sell
2025
Q1
$228K Sell
2024
Q4
$225K Buy
2024
Q3
Sell
2024
Q2
$208K Buy