Alpha Financial 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	$229K	Sell	1,180 -31	-3%	-$6.02K	0.17%	78
2025 Q1	$228K	Sell	1,211 -5	-0.4%	-$941	0.18%	73
2024 Q4	$225K	Buy	+1,216	New	+$225K	0.18%	72
2024 Q3	–	Sell	-1,193	Closed	-$208K	–	126
2024 Q2	$208K	Buy	+1,193	New	+$208K	0.18%	69