BlueChip Wealth Advisors’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
Q2
$1.04M Hold
2025
Q1
$1.01M Hold
2024
Q4
$992K Buy
2024
Q3
$1M Buy
2024
Q2
$846K Sell
2024
Q1
$875K Buy
2023
Q4
$798K Buy