SAI
Savvy Advisors Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
1,317
-1,005
| -43% | -$195K | 0.02% | 525 |
|
|
2025
Q1 | $437K | Buy |
2,322
+1,157
| +99% | +$218K | 0.04% | 311 |
|
|
2024
Q4 | $216K | Hold |
1,165
| – | – | 0.03% | 417 |
|
|
2024
Q3 | $221K | Hold |
1,165
| – | – | 0.04% | 316 |
|
|
2024
Q2 | $203K | Buy |
+1,165
| New | +$203K | 0.07% | 289 |
|