Coordinated Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Coordinated Financial Services’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	$323K	Hold
2025 Q2	$308K	Buy
2025 Q1	$202K	Buy