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

IBEX Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$321K Buy
+1,653
New +$321K 0.03% 168
2025
Q1 		– Sell
-1,639
Closed -$303K – 168
2024
Q4 		$303K Buy
+1,639
New +$303K 0.04% 174