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Avalon Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

Avalon Trust’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 		$108K Hold
558
– – 0.01% 187
2025
Q1 		$105K Hold
558
– – 0.01% 180
2024
Q4 		$103K Hold
558
– – 0.01% 164
2024
Q3 		$106K Buy
+558
New +$106K 0.01% 158