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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$441K Hold
2,268
0.04% 99
2025
Q1
$427K Hold
2,268
0.04% 98
2024
Q4
$420K Hold
2,268
0.04% 92
2024
Q3
$430K Hold
2,268
0.05% 96
2024
Q2
$396K Hold
2,268
0.04% 96
2024
Q1
$406K Hold
2,268
0.05% 95
2023
Q4
$375K Hold
2,268
0.05% 95
2023
Q3
$344K Hold
2,268
0.05% 92
2023
Q2
$358K Hold
2,268
0.05% 92
2023
Q1
$345K Hold
2,268
0.05% 91
2022
Q4
$344K Buy
+2,268
New +$344K 0.06% 90