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

Sovran Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$773K Buy
3,951
+1,080
+38% +$211K 0.08% 244
2025
Q1 		$506K Sell
2,871
-85
-3% -$15K 0.07% 284
2024
Q4 		$552K Buy
+2,956
New +$552K 0.08% 240