William Howard & Co Financial Advisors’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
$780K Buy
2025
Q2
$741K Buy
2025
Q1
$715K Buy
2024
Q4
$700K Buy
2024
Q3
$714K Buy
2024
Q2
$653K Buy
2024
Q1
$668K Buy