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

Serenus Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.83M Hold
19,737
– – 0.65% 14
2025
Q1 		$3.71M Buy
19,737
+6,456
+49% +$1.21M 0.62% 15
2024
Q4 		$2.46M Buy
+13,281
New +$2.46M 0.43% 17