Forthright Family Wealth Advisory’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	$780K	Hold	4,018	–	–	0.49%	29
2025 Q1	$756K	Hold	4,018	–	–	0.5%	28
2024 Q4	$744K	Hold	4,018	–	–	0.48%	32
2024 Q3	$787K	Buy	4,018 +142	+4%	+$27.8K	0.51%	29
2024 Q2	$676K	Hold	3,876	–	–	0.44%	36
2024 Q1	$694K	Buy	+3,876	New	+$694K	0.47%	34