Legacy Capital Wealth Partners’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	$637K	Buy	+3,279	New	+$637K	0.15%	154
2025 Q1	–	Sell	-5,667	Closed	-$1.05M	–	364
2024 Q4	$1.05M	Buy	+5,667	New	+$1.05M	0.26%	76