Circle Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Circle Wealth Management’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	$124M	Hold
2025 Q2	$118M	Hold
2025 Q1	$114M	Hold
2024 Q4	$112M	Buy
2024 Q3	$115M	Sell
2024 Q2	$107M	Hold
2024 Q1	$109M	Sell
2023 Q4	$103M	Hold
2023 Q3	$94.2M	Buy