Robinson Smith Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Robinson Smith Wealth Advisors’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	$632K	Sell
2025 Q2	$607K	Hold
2025 Q1	$588K	Hold
2024 Q4	$579K	Buy
2024 Q3	$422K	Sell
2024 Q2	$403K	Hold
2024 Q1	$414K	Hold
2023 Q4	$382K	Buy