Bernard 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 Q2	$90.7K	Sell	467 -20	-4%	-$3.89K	0.04%	94
2025 Q1	$91.6K	Hold	487	–	–	0.04%	87
2024 Q4	$90.2K	Buy	+487	New	+$90.2K	0.04%	90