Watershed Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$290K Sell
2025
Q2
$277K Buy
2024
Q2
Sell
2024
Q1
$286K Hold
2023
Q4
$263K Buy
2023
Q3
Sell
2023
Q2
$232K Hold
2023
Q1
$224K Hold
2022
Q4
$223K Buy