ORG Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

ORG Partners’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	$1.12M	Buy
2025 Q2	$585K	Buy
2025 Q1	$437K	Buy
2024 Q4	$236K	Buy
2024 Q3	$155K	Hold
2024 Q2	$142K	Buy
2024 Q1	–	Sell
2023 Q4	$282K	Buy
2023 Q3	$106K	Buy
2023 Q2	$34.7K	Buy