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Team Hewins’s iShares Russell 1000 Value ETF IWD Stock Holding History

Team Hewins’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 		$326K Buy
1,678
+14
+0.8% +$2.72K 0.12% 25
2025
Q1 		$313K Sell
1,664
-171
-9% -$32.2K 0.12% 24
2024
Q4 		$340K Hold
1,835
– – 0.13% 24
2024
Q3 		$348K Buy
+1,835
New +$348K 0.13% 24