PWM
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Pines Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pines Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$238K Hold
1,205
– – 0.08% 202
2025
Q1 		$201K Hold
1,205
– – 0.09% 197
2024
Q4 		$221K Buy
+1,205
New +$221K 0.1% 191