Melfa Wealth Management’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
Q3
$667K Hold
2025
Q2
$636K Hold
2025
Q1
$616K Hold
2024
Q4
$606K Sell
2024
Q3
$632K Hold
2024
Q2
$581K Hold
2024
Q1
$596K Buy