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

Jamison Private Wealth Management’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
2025 Q3	$371K	Sell
2025 Q2	$367K	Buy
2025 Q1	$296K	Hold
2024 Q4	$291K	Hold
2024 Q3	$299K	Hold
2024 Q2	$274K	Hold
2024 Q1	$282K	Buy