Persium Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Persium Advisors’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$266K	Sell
2025 Q4	$267K	Hold
2025 Q3	$258K	Hold
2025 Q2	$246K	Sell
2025 Q1	$300K	Hold
2024 Q4	$295K	Buy