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Cary Street Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cary Street 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 		$3.36M Buy
17,279
+711
+4% +$138K 0.09% 225
2025
Q1 		$3.12M Sell
16,568
-928
-5% -$175K 0.1% 212
2024
Q4 		$3.24M Buy
+17,496
New +$3.24M 0.11% 189