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Inlet Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Inlet Private Wealth’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,102
Closed -$204K – 132
2024
Q4 		$204K Hold
1,102
– – 0.05% 123
2024
Q3 		$209K Buy
+1,102
New +$209K 0.05% 128