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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$549K Buy
2025
Q2
$301K Sell
2025
Q1
$463K Sell
2024
Q4
$489K Buy
2024
Q3
$276K Buy
2024
Q2
$254K Sell
2024
Q1
$315K Buy
2023
Q4
$202K Buy