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Alteri Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Alteri Wealth’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 		$1.28M Sell
6,611
-1,231
-16% -$239K 0.5% 40
2025
Q1 		$1.48M Sell
7,842
-408
-5% -$76.8K 0.65% 31
2024
Q4 		$1.53M Buy
+8,250
New +$1.53M 0.42% 33