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

LWM Advisors’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	$23.6M	Buy
2025 Q2	$22.2M	Sell
2025 Q1	$21.2M	Sell
2024 Q4	$21.9M	Buy