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

Frank Rimerman Advisors’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
2025 Q3	$246K	Hold
2025 Q2	$235K	Hold
2025 Q1	$227K	Sell
2024 Q4	$320K	Hold
2024 Q3	$328K	Hold
2024 Q2	$301K	Hold
2024 Q1	$310K	Hold
2023 Q4	$286K	Hold
2023 Q3	$262K	Hold
2023 Q2	$273K	Buy