J.W. Burns & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

J.W. Burns & Co’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$214K	Hold
2025 Q4	$210K	Hold
2025 Q3	$204K	Buy
2025 Q2	–	Sell
2025 Q1	$213K	Buy
2019 Q2	–	Sell
2019 Q1	$225K	Buy