Aaron Wealth 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
2026 Q1	$3.8M	Sell	17,773 -156	-0.9%	-$34.2K	0.22%	56
2025 Q4	$3.77M	Hold	17,929	–	–	0.21%	60
2025 Q3	$3.65M	Hold	17,929	–	–	0.22%	54
2025 Q2	$3.48M	Hold	17,929	–	–	0.36%	43
2025 Q1	$3.37M	Sell	17,929 -2,748	-13%	-$523K	0.39%	36
2024 Q4	$3.83M	Buy	20,677 +3,930	+23%	+$754K	0.44%	36
2024 Q3	$3.18M	Hold	16,747	–	–	0.38%	38
2024 Q2	$2.92M	Buy	16,747 +7,154	+75%	+$1.25M	0.41%	37
2024 Q1	$1.72M	Hold	9,593	–	–	0.25%	60
2023 Q4	$1.59M	Sell	9,593 -100	-1%	-$15.4K	0.26%	52
2023 Q3	$1.47M	Hold	9,693	–	–	0.19%	72
2023 Q2	$1.53M	Hold	9,693	–	–	0.2%	75
2023 Q1	$1.48M	Sell	9,693 -282	-3%	-$43.5K	0.2%	77
2022 Q4	$1.51M	Buy	9,975 +6,464	+184%	+$968K	0.22%	74
2022 Q3	$477K	Sell	3,511 -521	-13%	-$78.3K	0.09%	115
2022 Q2	$584K	Sell	4,032 -156,968	-97%	-$24.6M	0.15%	92
2022 Q1	$970K	Buy	+161,000	New	+$26.4M	0.01%	365