Community Financial Services Group’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
2026
Q1
$115K Buy
2025
Q1
Sell
2024
Q4
$215K Sell
2024
Q3
$230K Hold
2024
Q2
$212K Sell
2024
Q1
$222K Buy
2021
Q4
$296K Buy