J.W. Burns & Co’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	–	Sell	-1,130	Closed	-$213K	–	187
2025 Q1	$213K	Buy	+1,130	New	+$213K	0.03%	177
2019 Q2	–	Sell	-1,824	Closed	-$225K	–	166
2019 Q1	$225K	Buy	+1,824	New	+$225K	0.05%	148