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

HighMark Wealth Management’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	$12.5K	Buy
2025 Q2	$11.9K	Buy
2021 Q2	–	Sell
2021 Q1	$5K	Hold
2020 Q4	$4K	Sell
2020 Q3	$19K	Hold
2020 Q2	$18K	Hold
2020 Q1	$16K	Buy
2019 Q4	$22K	Buy