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Summit Wealth Group (Colorado)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.87M Buy
+19,905
New +$3.87M 0.97% 26