Strategic Family Wealth Counselors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Strategic Family Wealth Counselors’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 Q2	$433K	Buy
2025 Q1	$395K	Buy
2024 Q4	$388K	Buy
2024 Q3	$396K	Buy
2024 Q2	$281K	Buy
2024 Q1	$272K	Buy
2023 Q4	$229K	Buy
2023 Q3	$207K	Hold
2023 Q2	$216K	Buy
2023 Q1	$207K	Buy
2022 Q4	$205K	Buy