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Potentia Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Potentia Wealth’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.18M Sell
26,679
-676
-2% -$131K 2.95% 8
2025
Q1 		$5.15M Buy
27,355
+5,289
+24% +$995K 2.41% 13
2024
Q4 		$4.09M Buy
+22,066
New +$4.09M 1.82% 14