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

Persium Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$246K Sell
1,269
-323
-20% -$62.7K 0.2% 55
2025
Q1 		$300K Hold
1,592
– – 0.28% 50
2024
Q4 		$295K Buy
+1,592
New +$295K 0.29% 49