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

BKM Wealth Management’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 Q3	$742K	Sell
2025 Q2	$733K	Buy
2025 Q1	$660K	Buy
2024 Q4	$611K	Buy
2024 Q3	$575K	Buy
2024 Q2	$404K	Buy
2024 Q1	$346K	Buy
2023 Q4	$278K	Buy