Dynasty Wealth Management’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 Q1	–	Sell	-118,422	Closed	-$21.9M	–	256
2024 Q4	$21.9M	Buy	118,422 +109,552	+1,235%	+$20.3M	0.38%	41
2024 Q3	$2.45M	Buy	+8,870	New	+$2.45M	0.07%	62