Arbor Wealth Advisors’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
Q4
$402K Hold
2025
Q3
$389K Hold
2025
Q2
$371K Hold
2025
Q1
$359K Hold
2024
Q4
$354K Hold
2024
Q3
$363K Hold
2024
Q2
$333K Hold
2024
Q1
$342K Hold
2023
Q4
$316K Buy