Leo Wealth LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$569K Sell
2025
Q1
$573K Sell
2024
Q4
$587K Buy
2024
Q3
$599K Buy
2024
Q2
$547K Sell
2024
Q1
$644K Buy
2023
Q4
$598K Buy