Values Added Financial’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
$210K Hold
1,083
0.1% 117
2025
Q1
$204K Hold
1,083
0.11% 117
2024
Q4
$200K Hold
1,083
0.12% 114
2024
Q3
$206K Buy
+1,083
New +$206K 0.13% 102