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

FSM Wealth 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	$231K	Buy
2025 Q2	$222K	Buy
2025 Q1	$213K	Sell
2024 Q4	$234K	Buy
2024 Q3	$234K	Buy
2024 Q2	$215K	Buy
2024 Q1	$220K	Buy