Harmony Asset 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
Q2
$259K Hold
2025
Q1
$251K Hold
2024
Q4
$247K Hold
2024
Q3
$253K Hold
2024
Q2
$232K Hold
2024
Q1
$239K Hold
2023
Q4
$220K Buy