Curated Wealth Partners’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	–	Sell	-3,777	Closed	-$624K	–	73
2023 Q4	$624K	Buy	+3,777	New	+$624K	0.1%	77
2021 Q3	–	Sell	-1,358	Closed	-$215K	–	146
2021 Q2	$215K	Buy	+1,358	New	+$215K	0.12%	140