ClientFirst Wealth Management’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
Q2
$2.81M Hold
2025
Q1
$2.72M Sell
2024
Q4
$2.68M Buy
2023
Q3
$2.2M Hold
2023
Q2
$2.32M Hold
2023
Q1
$2.23M Hold
2022
Q4
$2.21M Hold
2022
Q3
$2.25M Buy
2022
Q2
$2.08M Hold
2022
Q1
$2.38M Hold
2021
Q4
$2.4M Buy