EWA LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

EWA LLC’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
2026 Q2	$363K	Sell	1,497 -28	-2%	-$6.52K	0.07%	185
2026 Q1	$326K	Sell	1,525 -17	-1%	-$3.72K	0.07%	158
2025 Q4	$324K	Buy	1,542 +7	+0.5%	+$1.45K	0.08%	142
2025 Q3	$312K	Buy	1,535 +7	+0.5%	+$1.39K	0.09%	124
2025 Q2	$297K	Buy	1,528 +4	+0.3%	+$741	0.09%	122
2025 Q1	$287K	Sell	1,524 -96	-6%	-$18.3K	0.11%	100
2024 Q4	$300K	Buy	1,620 +9	+0.6%	+$1.73K	0.11%	92
2024 Q3	$312K	Buy	1,611 +9	+0.6%	+$1.64K	0.11%	86
2024 Q2	$289K	Buy	1,602 +6	+0.4%	+$1.05K	0.12%	83
2024 Q1	$282K	Sell	1,596 -60	-4%	-$10.2K	0.13%	79
2023 Q4	$276K	Buy	1,656 +12	+0.7%	+$1.85K	0.13%	74
2023 Q3	$247K	Buy	1,644 +39	+2%	+$6.19K	0.16%	67
2023 Q2	$253K	Buy	1,605 +6	+0.4%	+$917	0.17%	55
2023 Q1	$240K	Buy	+1,599	New	+$247K	0.18%	50

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return