Beam Wealth 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	$2.65M	Buy	+13,625	New	+$2.65M	0.79%	33
2023 Q2	–	Sell	-3,800	Closed	-$579K	–	112
2023 Q1	$579K	Sell	3,800 -170	-4%	-$25.9K	0.58%	49
2022 Q4	$602K	Buy	+3,970	New	+$602K	0.63%	48