Patten & Patten’s iShares Russell 1000 Value ETF IWD Stock Holding History

Patten & Patten’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	$234K	Hold
2025 Q2	$223K	Sell
2025 Q1	$235K	Buy
2024 Q4	$231K	Sell
2024 Q3	$255K	Buy
2024 Q2	$234K	Buy
2024 Q1	$240K	Buy
2023 Q4	$222K	Buy
2023 Q3	$203K	Hold
2023 Q2	$211K	Buy