Heartwood Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Heartwood Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$459K	Hold
2025 Q2	$438K	Sell
2025 Q1	$436K	Sell
2024 Q4	$431K	Hold
2024 Q3	$441K	Sell
2024 Q2	$417K	Hold
2024 Q1	$428K	Sell
2023 Q4	$407K	Hold
2023 Q3	$373K	Buy