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Werba Rubin Papier Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$237K Sell
1,218
-1,025
-46% -$199K 0.04% 188
2025
Q1 		$422K Buy
2,243
+1,025
+84% +$193K 0.09% 111
2024
Q4 		$225K Hold
1,218
– – 0.05% 164
2024
Q3 		$231K Hold
1,218
– – 0.05% 159
2024
Q2 		$213K Buy
+1,218
New +$213K 0.06% 155