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Investment Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Investment Advisory Services’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,842
Closed -$635K – 119
2023
Q4 		$635K Buy
+3,842
New +$635K 0.25% 67