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Whipplewood Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Whipplewood Advisors’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 		– Sell
-177
Closed -$3.2K – 1238
2025
Q1 		$3.2K Buy
+177
New +$3.2K ﹤0.01% 789