Cathy Pareto & Associates’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	$393K	Buy	2,024 +209	+12%	+$40.6K	0.32%	60
2025 Q1	$342K	Sell	1,815 -98	-5%	-$18.4K	0.3%	63
2024 Q4	$354K	Buy	+1,913	New	+$354K	0.33%	55