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

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