Cassia Capital Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cassia Capital Partners’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	$394K	Hold
2025 Q2	$376K	Hold
2025 Q1	$364K	Hold
2024 Q4	$358K	Buy
2024 Q3	$214K	Buy
2024 Q2	–	Sell
2024 Q1	$207K	Buy