GC Wealth Management RIA’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$668K Buy
2025
Q1
$225K Sell
2024
Q4
$222K Sell
2024
Q3
$298K Sell
2024
Q2
$277K Sell
2024
Q1
$288K Buy
2023
Q4
$244K Buy