CWMK
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Caliber Wealth Management (Kansas)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Caliber Wealth Management (Kansas)’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 		$3.38M Buy
17,425
+363
+2% +$70.5K 0.36% 54
2025
Q1 		$3.21M Buy
+17,062
New +$3.21M 0.44% 58