Werba Rubin Papier Wealth Management’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
Q2
$237K Sell
2025
Q1
$422K Buy
2024
Q4
$225K Hold
2024
Q3
$231K Hold
2024
Q2
$213K Buy