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Kingswood Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kingswood Wealth Advisors’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 		$346K Buy
1,779
+22
+1% +$4.27K 0.03% 524
2025
Q1 		$331K Buy
1,757
+185
+12% +$34.8K 0.03% 508
2024
Q4 		$291K Sell
1,572
-1,112
-41% -$206K 0.02% 619
2024
Q3 		$509K Buy
+2,684
New +$509K 0.04% 444