Collective Family Office’s iShares Russell 1000 Value ETF IWD Stock Holding History

Collective Family Office’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	$1.18M	Hold
2025 Q2	$1.13M	Sell
2025 Q1	$1.34M	Sell
2024 Q4	$1.38M	Sell
2024 Q3	$1.42M	Sell
2024 Q2	$1.31M	Buy