Evolution Wealth 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
2025
Q4
$441K Hold
2025
Q3
$427K Hold
2025
Q2
$407K Sell
2025
Q1
$494K Buy
2021
Q4
Sell
2021
Q3
$92K Buy
2020
Q1
Sell
2019
Q4
$216K Buy