Silver Oak Securities’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$642K Hold
2025
Q1
$616K Sell
2024
Q4
$614K Sell
2024
Q3
$668K Buy
2024
Q2
$22.9K Buy
2024
Q1
$716 Sell
2023
Q4
$582K Buy
2023
Q3
$607 Sell
2023
Q2
$556K Hold
2023
Q1
$537K Buy
2022
Q4
Sell
2022
Q3
$607 Buy