Moody Lynn & Lieberson’s iShares Russell 1000 Value ETF IWD Stock Holding History

Moody Lynn & Lieberson’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	$295K	Hold
2025 Q2	$281K	Hold
2025 Q1	$273K	Hold
2024 Q4	$268K	Buy
2024 Q3	$247K	Buy
2021 Q4	–	Sell
2021 Q3	$867K	Buy
2016 Q2	–	Sell
2016 Q1	$2.62M	Buy