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Wise Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wise Wealth Partners’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 		$881K Buy
4,534
+2,311
+104% +$449K 1.47% 15
2025
Q1 		$418K Buy
2,223
+378
+20% +$71.1K 1% 26
2024
Q4 		$342K Buy
+1,845
New +$342K 0.84% 29