Forthright Family Wealth Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

Forthright Family Wealth Advisory’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$780K	Hold
2025 Q1	$756K	Hold
2024 Q4	$744K	Hold
2024 Q3	$787K	Buy
2024 Q2	$676K	Hold
2024 Q1	$694K	Buy