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Fermata Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Fermata Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$261K Sell
1,345
-81
-6% -$15.7K 0.07% 187
2025
Q1 		$268K Buy
+1,426
New +$268K 0.05% 233