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

Copia Wealth Management’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 		$205K Hold
1,055
– – 0.17% 88
2025
Q1 		$199K Hold
1,055
– – 0.18% 87
2024
Q4 		$195K Buy
+1,055
New +$195K 0.19% 80