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

Quotient Wealth Partners’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.95M	Buy
2025 Q2	$1.85M	Sell
2025 Q1	$1.8M	Sell
2024 Q4	$1.78M	Hold
2024 Q3	$1.83M	Sell
2024 Q2	$1.7M	Buy
2024 Q1	$1.74M	Sell
2023 Q4	$1.63M	Buy