Blue Chip Partners’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
2024 Q4	–	Sell	-802	Closed	-$152K	–	177
2024 Q3	$152K	Buy	802 +11	+1%	+$2.09K	0.01%	166
2024 Q2	$138K	Buy	791 +2	+0.3%	+$349	0.01%	162
2024 Q1	$141K	Buy	+789	New	+$141K	0.01%	157