CWS Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

CWS Financial Advisors’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 Q2	$348K	Buy
2025 Q1	$336K	Buy
2024 Q4	$329K	Buy
2024 Q3	$323K	Buy
2024 Q2	$296K	Buy
2024 Q1	$303K	Sell
2023 Q4	$386K	Buy
2023 Q3	$245K	Buy
2023 Q2	$231K	Buy
2022 Q3	–	Sell
2022 Q2	$123K	Buy