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

Enclave Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.48M Buy
7,621
+525
+7% +$102K 0.24% 50
2025
Q1 		$1.34M Hold
7,096
– – 0.23% 54
2024
Q4 		$1.31M Hold
7,096
– – 0.22% 54
2024
Q3 		$1.35M Buy
+7,096
New +$1.35M 0.23% 51