Endeavor Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
1,220
-966
-44% -$188K 0.11% 115
2025
Q1
$411K Buy
2,186
+973
+80% +$183K 0.22% 87
2024
Q4
$225K Buy
+1,213
New +$225K 0.21% 58