Fiduciary 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	$3.88M	Sell	19,770 -463	-2%	-$90.8K	0.7%	31
2025 Q1	$3.51M	Sell	20,233 -359	-2%	-$62.3K	0.76%	28
2024 Q4	$3.78M	Sell	20,592 -951	-4%	-$175K	0.82%	25
2024 Q3	$4.06M	Sell	21,543 -620	-3%	-$117K	0.93%	25
2024 Q2	$4.04M	Buy	+22,163	New	+$4.04M	0.98%	25