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

Proactive Wealth Strategies’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$259K Buy
1,335
+6
+0.5% +$1.16K 0.12% 121
2025
Q1 		$250K Buy
1,329
+6
+0.5% +$1.13K 0.13% 117
2024
Q4 		$245K Buy
1,323
+7
+0.5% +$1.3K 0.13% 117
2024
Q3 		$250K Buy
+1,316
New +$250K 0.14% 113