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Delap Wealth Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

Delap Wealth Advisory’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 		$321K Buy
1,651
+22
+1% +$4.27K 0.15% 61
2025
Q1 		$307K Hold
1,629
– – 0.17% 60
2024
Q4 		$302K Buy
+1,629
New +$302K 0.18% 59