HUB Investment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

HUB Investment Partners’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 Q2	$1M	Sell
2025 Q1	$1.06M	Hold
2024 Q4	$1.04M	Sell
2024 Q3	$1.1M	Buy
2024 Q2	$1.01M	Buy
2024 Q1	$1.02M	Buy
2023 Q4	$699K	Buy
2023 Q3	$278K	Hold
2023 Q2	$289K	Sell
2023 Q1	$285K	Buy