CWM
IWD icon

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

Collaborative 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
Q2 		$212K Buy
2021
Q4 		$213K Buy