EdgeRock Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

EdgeRock Capital’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 Q3	$311K	Buy
2025 Q2	$284K	Buy
2023 Q4	–	Sell
2023 Q3	$220K	Hold
2023 Q2	$227K	Sell
2023 Q1	$373K	Buy
2022 Q4	$369K	Hold
2022 Q3	$331K	Sell
2022 Q2	$361K	Buy