Brogan Financial’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	$510K	Buy	2,624 +11	+0.4%	+$2.14K	0.23%	28
2025 Q1	$492K	Buy	2,613 +11	+0.4%	+$2.07K	0.24%	28
2024 Q4	$482K	Buy	2,602 +14	+0.5%	+$2.59K	0.24%	28
2024 Q3	$491K	Buy	+2,588	New	+$491K	0.28%	26