Altus Wealth Management’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
Q3
$359K Hold
2025
Q2
$342K Hold
2025
Q1
$331K Hold
2024
Q4
$326K Hold
2024
Q3
$334K Hold
2024
Q2
$307K Hold
2024
Q1
$315K Hold
2023
Q4
$291K Buy