Epic Trust Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Epic Trust Investment Advisors’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
2024 Q2	–	Sell
2024 Q1	$274K	Sell
2023 Q4	$396K	Sell
2023 Q3	$557K	Sell
2023 Q2	$594K	Sell
2023 Q1	$606K	Sell
2022 Q4	$609K	Sell
2022 Q3	$608K	Sell
2022 Q2	$751K	Buy
2022 Q1	–	Sell
2021 Q4	$206K	Buy