Greenup Street Wealth Management’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
$665K Hold
2025
Q2
$634K Hold
2025
Q1
$614K Sell
2024
Q4
$634K Sell
2024
Q3
$657K Sell
2024
Q2
$616K Sell
2024
Q1
$708K Sell
2023
Q4
$835K Buy