Broadwater Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Broadwater Capital’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.29K	Hold
2025 Q2	$10.6K	Hold
2025 Q1	$4.89K	Hold
2024 Q4	$4.81K	Hold
2024 Q3	$4.93K	Hold
2024 Q2	$4.54K	Hold
2024 Q1	$4.66K	Hold
2023 Q4	$4.3K	Buy