PKS Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$860K Buy
4,430
+225
+5% +$43.7K 0.21% 98
2025
Q1
$791K Buy
4,205
+234
+6% +$44K 0.22% 97
2024
Q4
$735K Buy
+3,971
New +$735K 0.18% 105