Curated Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Curated Wealth Partners’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$246K	Buy
2024 Q1	–	Sell
2023 Q4	$624K	Buy
2021 Q3	–	Sell
2021 Q2	$215K	Buy