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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$308K Buy
1,586
+510
+47% +$99.1K 0.21% 116
2025
Q1 		$202K Buy
+1,076
New +$202K 0.16% 135