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

Diversify Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.22M Sell
6,206
-112
-2% -$22.1K 0.08% 245
2025
Q1 		$1.15M Buy
6,318
+51
+0.8% +$9.29K 0.09% 224
2024
Q4 		$1.15M Buy
6,267
+1,285
+26% +$236K 0.09% 199
2024
Q3 		$951K Buy
+4,982
New +$951K 0.09% 199