EnRich Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

EnRich Financial Partners’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	$273K	Hold
2025 Q1	$265K	Hold
2024 Q4	$261K	Hold
2024 Q3	$267K	Hold
2024 Q2	$246K	Buy
2024 Q1	$12.9K	Buy