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Barnes Pettey Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Barnes Pettey Financial Advisors’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 		$238K Hold
1,223
– – 0.16% 96
2025
Q1 		$230K Hold
1,223
– – 0.18% 91
2024
Q4 		$226K Hold
1,223
– – 0.17% 90
2024
Q3 		$232K Hold
1,223
– – 0.19% 89
2024
Q2 		$213K Hold
1,223
– – 0.18% 92
2024
Q1 		$219K Buy
+1,223
New +$219K 0.19% 87