Kathmere Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kathmere Capital Management’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 Q3	$225K	Hold
2025 Q2	$214K	Hold
2025 Q1	$208K	Hold
2024 Q4	$204K	Hold
2024 Q3	$209K	Buy
2023 Q1	–	Sell
2022 Q4	$261K	Buy
2021 Q1	–	Sell
2020 Q4	$149K	Buy