LA
IWD icon

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

LWM Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$22.2M Sell
114,359
-422
-0.4% -$82K 21.36% 1
2025
Q1 		$21.2M Sell
114,781
-3,627
-3% -$671K 21.84% 1
2024
Q4 		$21.9M Buy
+118,408
New +$21.9M 22% 1