Bright Futures 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 Q1	$245K	Sell	1,419 -80	-5%	-$13.8K	0.27%	96
2024 Q4	$289K	Buy	1,499 +30	+2%	+$5.79K	0.26%	95
2024 Q3	$278K	Hold	1,469	–	–	0.13%	180
2024 Q2	$262K	Hold	1,469	–	–	0.14%	168
2024 Q1	$256K	Buy	+1,469	New	+$256K	0.14%	168