JAA
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Joel Adams & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Joel Adams & Associates’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
Q2 		$563K Buy
2,900
+1,399
+93% +$272K 0.5% 30
2025
Q1 		$282K Buy
+1,501
New +$282K 0.25% 51