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

Sylvest Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20.3M Buy
104,559
+714
+0.7% +$139K 11.7% 1
2025
Q1 		$19.5M Buy
103,845
+1,213
+1% +$228K 12.22% 1
2024
Q4 		$19M Buy
+102,632
New +$19M 11.68% 1