3Chopt Investment Partners’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	$138K	Sell	711 -27	-4%	-$5.24K	0.03%	215
2025 Q1	$139K	Buy	+738	New	+$139K	0.04%	209
2023 Q1	–	Sell	-1,104	Closed	-$167K	–	205
2022 Q4	$167K	Buy	+1,104	New	+$167K	0.09%	138