Brookmont Capital 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
Q2
$222K Hold
2025
Q1
$215K Hold
2024
Q4
$212K Sell
2024
Q3
$222K Hold
2024
Q2
$204K Hold
2024
Q1
$210K Buy
2015
Q2
Sell
2015
Q1
$290K Sell
2014
Q4
$1.43M Buy