Trilogy Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
1,201
-279
-19% -$54.2K 0.01% 338
2025
Q1
$279K Sell
1,480
-696
-32% -$131K 0.01% 291
2024
Q4
$403K Buy
+2,176
New +$403K 0.02% 250