FWA
FSM Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
1,133
+1
| +0.1% | +$196 | 0.04% | 259 |
|
|
2025
Q1 | $213K | Sell |
1,132
-101
| -8% | -$19K | 0.05% | 197 |
|
|
2024
Q4 | $234K | Buy |
1,233
+1
| +0.1% | +$190 | 0.06% | 167 |
|
|
2024
Q3 | $234K | Buy |
1,232
+2
| +0.2% | +$380 | 0.06% | 159 |
|
|
2024
Q2 | $215K | Buy |
1,230
+1
| +0.1% | +$175 | 0.07% | 149 |
|
|
2024
Q1 | $220K | Buy |
+1,229
| New | +$220K | 0.08% | 150 |
|