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Burling Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Burling Wealth Partners’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$389K Sell
2,001
-255
-11% -$49.5K 0.07% 139
2025
Q1 		$424K Buy
2,256
+1,030
+84% +$194K 0.09% 126
2024
Q4 		$227K Buy
+1,226
New +$227K 0.05% 157