Brio Consultants’s iShares Russell 1000 Value ETF IWD Stock Holding History

Brio Consultants’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	$303K	Buy
2020 Q4	–	Sell
2020 Q3	$204K	Buy
2020 Q1	–	Sell
2019 Q4	$245K	Sell
2019 Q3	$231K	Buy
2019 Q2	$228K	Buy