Horizon Wealth Management’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	$1.43M	Buy	7,364 +97	+1%	+$18.8K	0.25%	32
2025 Q1	$1.37M	Buy	7,267 +28	+0.4%	+$5.27K	0.23%	27
2024 Q4	$1.34M	Buy	7,239 +1,041	+17%	+$193K	0.23%	28
2024 Q3	$1.18M	Buy	+6,198	New	+$1.18M	0.23%	31