Ethos Financial Group’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	$1.39M	Sell	7,182 -8,630	-55%	-$1.68M	0.12%	145
2025 Q1	$2.97M	Buy	15,812 +9,743	+161%	+$1.83M	0.28%	83
2024 Q4	$1.12M	Buy	+6,069	New	+$1.12M	0.15%	99
2023 Q1	–	Sell	-1,720	Closed	-$261K	–	196
2022 Q4	$261K	Buy	+1,720	New	+$261K	0.09%	114