Capital Group Private Client Services’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	$828K	Sell	4,263 -26	-0.6%	-$5.05K	0.01%	241
2025 Q1	$807K	Sell	4,289 -41	-0.9%	-$7.71K	0.01%	237
2024 Q4	$802K	Buy	4,330 +918	+27%	+$170K	0.01%	236
2024 Q3	$648K	Sell	3,412 -54	-2%	-$10.3K	0.01%	234
2024 Q2	$605K	Buy	+3,466	New	+$605K	0.01%	237