DWM

Defined Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,795	Closed	-$627K	–	106
2023 Q4	$627K	Buy	+3,795	New	+$627K	0.48%	55
2022 Q3	–	Sell	-7,605	Closed	-$1.1M	–	94
2022 Q2	$1.1M	Buy	+7,605	New	+$1.1M	1.13%	24