Wharton Business Group’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	$291K	Buy	1,496 +55	+4%	+$10.7K	0.01%	119
2025 Q1	$271K	Buy	+1,441	New	+$271K	0.01%	120