Arcadia Wealth Management (New Hampshire)’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
$9.42M Buy
48,512
+2,439
+5% +$474K 4.12% 6
2025
Q1
$8.67M Buy
+46,073
New +$8.67M 4.28% 6