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

BankPlus Trust Department’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 		$653K Hold
3,363
– – 0.19% 94
2025
Q1 		$633K Hold
3,363
– – 0.21% 90
2024
Q4 		$623K Buy
+3,363
New +$623K 0.2% 91