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

Lakeridge 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 Q4	$273K	Sell
2025 Q3	$291K	Buy
2025 Q2	$277K	Sell
2025 Q1	$528K	Sell
2024 Q4	$532K	Buy
2024 Q3	$545K	Buy
2024 Q2	$499K	Buy
2024 Q1	$213K	Sell
2023 Q4	$225K	Buy