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

Serenus 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 Q2	$3.83M	Hold
2025 Q1	$3.71M	Buy
2024 Q4	$2.46M	Buy