Johnson Financial Group LLC (Colorado)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Johnson Financial Group LLC (Colorado)’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$830K	Buy
2017 Q1	–	Sell
2016 Q4	$514K	Buy