Empire Financial Management Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

Empire Financial Management Company’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	$709K	Sell
2025 Q1	$707K	Hold
2024 Q4	$696K	Hold
2024 Q3	$713K	Hold
2024 Q2	$656K	Sell
2024 Q1	$687K	Hold
2023 Q4	$634K	Hold
2023 Q3	$583K	Hold
2023 Q2	$606K	Sell
2023 Q1	$618K	Buy