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

Potentia Wealth’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.67M	Buy
2025 Q4	$5.55M	Sell
2025 Q3	$5.5M	Buy
2025 Q2	$5.18M	Sell
2025 Q1	$5.15M	Buy
2024 Q4	$4.09M	Buy