Values Added Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Values Added Financial’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$220K	Hold
2025 Q2	$210K	Hold
2025 Q1	$204K	Hold
2024 Q4	$200K	Hold
2024 Q3	$206K	Buy