Alpine Bank Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$548K Buy
2,823
+50
+2% +$9.71K 0.08% 96
2025
Q1
$522K Buy
+2,773
New +$522K 0.08% 98
2024
Q3
$521K Buy
+2,745
New +$521K 0.08% 102