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

Brendel Financial 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	–	Sell
2025 Q1	$687K	Sell
2024 Q4	$720K	Sell
2024 Q3	$745K	Sell
2024 Q2	$709K	Buy
2024 Q1	–	Sell
2023 Q4	$720K	Buy
2023 Q2	–	Sell
2023 Q1	$701K	Buy