Benchmark Financial Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$774K	Sell	3,622 -123	-3%	-$26.9K	0.21%	60
2025 Q4	$788K	Sell	3,745 -86	-2%	-$17.8K	0.23%	57
2025 Q3	$780K	Buy	3,831 +9	+0.2%	+$1.79K	0.23%	53
2025 Q2	$742K	Sell	3,822 -49	-1%	-$9.07K	0.25%	49
2025 Q1	$728K	Buy	3,871 +9	+0.2%	+$1.71K	0.28%	49
2024 Q4	$715K	Sell	3,862 -11	-0.3%	-$2.11K	0.23%	50
2024 Q3	$735K	Buy	3,873 +787	+26%	+$143K	0.25%	48
2024 Q2	$538K	Sell	3,086 -573	-16%	-$100K	0.2%	49
2024 Q1	$655K	Buy	3,659 +6	+0.2%	+$1.01K	0.25%	44
2023 Q4	$604K	Buy	3,653 +71	+2%	+$11K	0.26%	39
2023 Q3	$544K	Hold	3,582	–	–	0.26%	37
2023 Q2	$565K	Buy	3,582 +5	+0.1%	+$764	0.26%	35
2023 Q1	$545K	Sell	3,577 -165	-4%	-$25.5K	0.28%	33
2022 Q4	$568K	Buy	3,742 +7	+0.2%	+$1.05K	0.31%	33
2022 Q3	$508K	Buy	3,735 +196	+6%	+$29.5K	0.3%	34
2022 Q2	$513K	Sell	3,539 -263	-7%	-$41.1K	0.26%	34
2022 Q1	$631K	Buy	3,802 +15	+0.4%	+$2.46K	0.27%	36
2021 Q4	$636K	Buy	3,787 +5	+0.1%	+$819	0.27%	36
2021 Q3	$592K	Buy	3,782 +5	+0.1%	+$802	0.28%	35
2021 Q2	$599K	Buy	3,777 +457	+14%	+$72.3K	0.29%	36
2021 Q1	$503K	Buy	3,320 +2	+0.1%	+$289	0.27%	37
2020 Q4	$454K	Buy	+3,318	New	+$426K	0.25%	38