Alexis 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	$459K	Sell	2,364 -1,315	-36%	-$255K	0.2%	41
2025 Q1	$692K	Sell	3,679 -1,325	-26%	-$249K	0.33%	35
2024 Q4	$926K	Buy	+5,004	New	+$926K	0.45%	29