Medallion Wealth Advisors, LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$229K	Buy
2025 Q4	$183K	Hold
2025 Q3	$178K	Hold
2025 Q2	$170K	Hold
2025 Q1	$164K	Hold
2024 Q4	$163K	Buy