Resurgent Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.82M Sell
2025
Q1
$3.97M Sell
2024
Q4
$3.99M Sell
2024
Q3
$4.14M Buy
2024
Q2
$3.23M Sell
2024
Q1
$6.12M Buy
2023
Q4
$2.83M Sell
2023
Q3
$3.01M Buy
2023
Q2
$3.09M Buy
2023
Q1
$2.82M Sell
2022
Q4
$3.06M Buy
2022
Q3
$1.83M Buy
2022
Q2
$1.48M Buy
2022
Q1
$313K Buy