NorthStar Asset Management (Massachusetts)’s iShares Russell 1000 Value ETF IWD Stock Holding History

NorthStar Asset Management (Massachusetts)’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	$241K	Hold
2025 Q2	$230K	Sell
2025 Q1	$228K	Sell
2024 Q4	$264K	Hold
2024 Q3	$271K	Hold
2024 Q2	$249K	Hold
2024 Q1	$255K	Sell
2023 Q4	$245K	Buy