Coulter & Justus Financial 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
2024 Q1	$335K	Buy	+1,869	New	+$335K	0.07%	75
2022 Q2	–	Sell	-4,873	Closed	-$809K	–	50
2022 Q1	$809K	Buy	+4,873	New	+$809K	0.28%	8