Flywheel Private Wealth’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
$2.78M Sell
14,315
-514
-3% -$99.8K 2.23% 12
2025
Q1
$2.79M Sell
14,829
-353
-2% -$66.4K 2.54% 11
2024
Q4
$2.81M Buy
+15,182
New +$2.81M 2.58% 11