Gilliland Jeter Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.82M	Buy
2025 Q2	$2.61M	Buy
2025 Q1	$2.49M	Buy
2024 Q4	$2.38M	Sell
2024 Q3	$2.46M	Buy
2024 Q2	$2.2M	Buy
2024 Q1	$2.25M	Buy
2023 Q4	$2.07M	Buy