Bright Futures Wealth Management’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
$289K Buy
2025
Q1
$245K Sell
2024
Q4
$289K Buy
2024
Q3
$278K Hold
2024
Q2
$262K Hold
2024
Q1
$256K Buy