Lake Hills 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 Q1	–	Sell	-1,439	Closed	-$266K	–	57
2024 Q4	$266K	Buy	1,439 +12	+0.8%	+$2.22K	0.18%	53
2024 Q3	$271K	Buy	+1,427	New	+$271K	0.18%	45