AssuredPartners Investment Advisors’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	$361K	Sell	1,858 -243	-12%	-$47.2K	0.09%	167
2025 Q1	$395K	Sell	2,101 -21	-1%	-$3.95K	0.08%	231
2024 Q4	$393K	Buy	+2,122	New	+$393K	0.08%	236