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Sagespring Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sagespring Wealth Partners’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.2M Sell
57,413
-1,297
-2% -$252K 0.24% 59
2025
Q1 		$11M Sell
58,710
-2,567
-4% -$483K 0.28% 53
2024
Q4 		$11.3M Buy
+61,277
New +$11.3M 0.3% 46