SilverOak Wealth Management’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
Q2
$2.17M Hold
2025
Q1
$2.1M Buy
2024
Q4
$2.04M Hold
2024
Q3
$2.09M Hold
2024
Q2
$1.92M Hold
2024
Q1
$1.97M Hold
2023
Q4
$1.82M Buy