Baker Tilly Wealth Management’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 Q1	–	Sell	-1,567	Closed	-$290K	–	247
2024 Q4	$290K	Buy	+1,567	New	+$290K	0.11%	191
2023 Q3	–	Sell	-6,820	Closed	-$1.08M	–	514
2023 Q2	$1.08M	Buy	6,820 +7	+0.1%	+$1.11K	0.11%	190
2023 Q1	$1.04M	Buy	+6,813	New	+$1.04M	0.12%	191