Quantum Private Wealth’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
Q1
Sell
-2,436
Closed -$451K 173
2024
Q4
$451K Hold
2,436
0.14% 118
2024
Q3
$462K Buy
2,436
+242
+11% +$45.9K 0.16% 116
2024
Q2
$383K Buy
+2,194
New +$383K 0.14% 125