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

Sharp Financial Services’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 Q3	$338K	Hold
2025 Q2	$322K	Hold
2025 Q1	$312K	Hold
2024 Q4	$307K	Sell
2024 Q3	$362K	Sell
2024 Q2	$350K	Hold
2024 Q1	$360K	Hold
2023 Q4	$332K	Buy