Bannerman Wealth Management Group’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	$1.63M	Sell	8,390 -409	-5%	-$79.4K	1.25%	15
2025 Q1	$1.66M	Sell	8,799 -141	-2%	-$26.5K	1.35%	13
2024 Q4	$1.66M	Buy	+8,940	New	+$1.66M	1.37%	13