IWA
IWD icon

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

Inspirion Wealth Advisors’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
2026
Q2 		$245K Hold
1,004
– – 0.03% 163
2026
Q1 		$215K Hold
1,004
– – 0.03% 163
2025
Q4 		$211K Buy
+1,004
New +$207K 0.03% 159
2025
Q3 		– Sell
-1,034
Closed -$201K – 165
2025
Q2 		$201K Buy
+1,034
New +$191K 0.03% 149
2024
Q3 		– Sell
-1,936
Closed -$338K – 157
2024
Q2 		$338K Hold
1,936
– – 0.05% 111
2024
Q1 		$347K Hold
1,936
– – 0.06% 109
2023
Q4 		$321K Buy
1,936
+51
+3% +$7.88K 0.06% 107
2023
Q3 		$286K Hold
1,885
– – 0.06% 112
2023
Q2 		$298K Hold
1,885
– – 0.06% 110
2023
Q1 		$287K Hold
1,885
– – 0.06% 108
2022
Q4 		$286K Sell
1,885
-106
-5% -$15.9K 0.06% 102
2022
Q3 		$271K Buy
1,991
+1
+0.1% +$150 0.06% 99
2022
Q2 		$288K Hold
1,990
– – 0.06% 102
2022
Q1 		$330K Sell
1,990
-8
-0.4% -$1.31K 0.07% 84
2021
Q4 		$336K Buy
+1,998
New +$327K 0.07% 79

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SP
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Wealth Enhancement Advisory Services
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SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return