Private Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Private Advisory Group’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	$13.2M	Buy
2019 Q2	–	Sell
2019 Q1	$1.34M	Hold
2018 Q4	$1.34M	Sell
2018 Q3	$1.65M	Buy
2018 Q2	$1.57M	Buy