Beam Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Beam Wealth Advisors’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 Q2	$2.65M	Buy
2023 Q2	–	Sell
2023 Q1	$579K	Sell
2022 Q4	$602K	Buy