Brightwater Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

Brightwater Advisory’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	$5.62M	Sell
2025 Q1	$5.48M	Sell
2024 Q4	$5.47M	Sell
2024 Q3	$5.64M	Sell
2024 Q2	$5.24M	Sell
2024 Q1	$5.64M	Sell
2023 Q4	$5.35M	Buy