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

Intergy 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
-4,966
Closed -$919K – 96
2024
Q4 		$919K Buy
+4,966
New +$919K 0.34% 45