Accretive Wealth 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
$420K Sell
2,161
-190
-8% -$36.9K 0.14% 112
2025
Q1
$430K Buy
+2,351
New +$430K 0.15% 110