Johnson Financial Group LLC (Colorado)’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	-4,410	Closed	-$830K	–	91
2025 Q1	$830K	Buy	+4,410	New	+$830K	0.09%	37
2017 Q1	–	Sell	-4,590	Closed	-$514K	–	82
2016 Q4	$514K	Buy	+4,590	New	+$514K	0.41%	32