Frederick Financial Consultants’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	$1.31M	Buy	6,739 +1	+0%	+$194	0.81%	29
2025 Q1	$1.27M	Buy	6,738 +1	+0%	+$188	0.91%	25
2024 Q4	$1.25M	Buy	+6,737	New	+$1.25M	1%	24