Central Valley Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.63M Sell
2025
Q2
$2.52M Sell
2025
Q1
$4.94M Sell
2024
Q4
$5.09M Sell
2024
Q3
$5.26M Sell
2024
Q2
$4.72M Sell
2024
Q1
$5.54M Sell
2023
Q4
$5.39M Buy