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

Axis Wealth Partners’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$598K	Sell
2025 Q2	$577K	Sell
2025 Q1	$579K	Buy
2024 Q4	$567K	Buy