Snider Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
6,119
-376
-6% -$73K 0.34% 54
2025
Q1
$1.22M Buy
6,495
+539
+9% +$101K 0.4% 47
2024
Q4
$1.1M Buy
+5,956
New +$1.1M 0.34% 54