Harvest Investment Services’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	$631K	Buy	3,250 +7	+0.2%	+$1.36K	0.14%	165
2025 Q1	$610K	Sell	3,243 -2,408	-43%	-$453K	0.17%	136
2024 Q4	$1.05M	Buy	5,651 +18	+0.3%	+$3.33K	0.26%	99
2024 Q3	$1.07M	Buy	5,633 +170	+3%	+$32.3K	0.34%	78
2024 Q2	$953K	Buy	+5,463	New	+$953K	0.38%	66