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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$577K Sell
2,971
-108
-4% -$21K 0.38% 72
2025
Q1 		$579K Buy
3,079
+14
+0.5% +$2.63K 0.43% 67
2024
Q4 		$567K Buy
+3,065
New +$567K 0.48% 57