Francis Financial’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	$203K	Buy	+1,048	New	+$203K	0.05%	90
2018 Q1	$281K	Hold	2,340	–	–	0.65%	16
2017 Q4	$291K	Buy	+2,340	New	+$291K	0.63%	18