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Monument Group Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Monument Group Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$228K Hold
1,175
– – 0.14% 50
2025
Q1 		$221K Buy
1,175
+86
+8% +$16.2K 0.15% 48
2024
Q4 		$202K Hold
1,089
– – 0.14% 48
2024
Q3 		$207K Buy
+1,089
New +$207K 0.12% 50