RKL Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

RKL Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.81M	Buy
2025 Q4	$1.74M	Hold
2025 Q3	$1.68M	Hold
2025 Q2	$1.61M	Hold
2025 Q1	$1.56M	Sell
2024 Q4	$1.61M	Buy
2024 Q3	$459K	Sell
2024 Q2	$441K	Buy
2024 Q1	$392K	Buy
2023 Q4	$361K	Buy