GenTrust’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
Q3
Sell
2025
Q2
$422K Hold
2025
Q1
$409K Buy
2020
Q3
Sell
2020
Q2
$1.35M Buy
2020
Q1
$1.2M Sell
2019
Q4
$1.66M Sell
2019
Q3
$1.77M Buy
2019
Q2
$1.74M Buy
2019
Q1
$1.69M Hold
2018
Q4
$1.53M Buy
2018
Q3
$1.75M Buy