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

LWM Advisory Services’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 Q2	$1.02M	Buy
2023 Q4	–	Sell
2023 Q3	$46.3K	Buy
2022 Q1	–	Sell
2021 Q4	$387K	Buy