RF
IWD icon

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

Roxbury Financial’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 		$777K Buy
3,999
+240
+6% +$46.6K 0.76% 39
2025
Q1 		$731K Sell
3,759
-377
-9% -$73.3K 0.71% 40
2024
Q4 		$826K Buy
+4,136
New +$826K 0.8% 39