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Richards, Merrill & Peterson’s iShares Russell 1000 Value ETF IWD Stock Holding History

Richards, Merrill & Peterson’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$26.2K Hold
135
– – 0.01% 188
2025
Q1 		$25.4K Buy
135
+40
+42% +$7.53K 0.01% 323
2024
Q4 		$17.6K Buy
+95
New +$17.6K 0.01% 339