JP 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	$1.01M	Sell	5,216 -976,227	-99%	-$190M	0.76%	9
2025 Q1	$5.22K	Buy	981,443 +976,227	+18,716%	+$5.19K	﹤0.01%	16
2024 Q4	$966K	Buy	+5,216	New	+$966K	0.71%	11