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

Capital Performance Advisors’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 Q3	$1.43M	Buy
2025 Q2	$1.37M	Sell
2025 Q1	$1.41M	Buy
2024 Q4	$1.3M	Hold
2024 Q3	$1.34M	Hold
2024 Q2	$1.23M	Hold
2024 Q1	$1.26M	Buy