High Net Worth Advisory Group’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
$214K Hold
2025
Q1
$207K Hold
2024
Q4
$204K Sell
2024
Q3
$214K Sell
2024
Q2
$202K Hold
2024
Q1
$208K Buy
2023
Q1
Sell
2022
Q4
$173K Buy
2022
Q3
$128K Sell
2022
Q2
$138K Sell
2022
Q1
$168K Sell
2021
Q4
$601K Buy