Capital Advantage’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	$1.15M	Sell	5,920 -504	-8%	-$97.9K	0.18%	54
2025 Q1	$1.19M	Hold	6,424	–	–	0.22%	48
2024 Q4	$1.19M	Buy	+6,424	New	+$1.19M	0.22%	48
2019 Q1	$236K	Buy	+1,910	New	+$236K	0.08%	70