Litman Gregory Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.65M	Buy	7,853 +586	+8%	+$121K	0.12%	66
2025 Q3	$1.48M	Hold	7,267	–	–	0.11%	65
2025 Q2	$1.41M	Hold	7,267	–	–	0.11%	66
2025 Q1	$1.37M	Sell	7,267 -73	-1%	-$13.9K	0.12%	63
2024 Q4	$1.36M	Hold	7,340	–	–	0.12%	59
2024 Q3	$1.39M	Hold	7,340	–	–	0.12%	62
2024 Q2	$1.28M	Buy	7,340 +745	+11%	+$130K	0.11%	65
2024 Q1	$1.18M	Buy	6,595 +209	+3%	+$35.4K	0.11%	67
2023 Q4	$1.06M	Hold	6,386	–	–	0.1%	69
2023 Q3	$970K	Buy	+6,386	New	+$1.01M	0.1%	70
2021 Q2	–	Sell	-492	Closed	-$75K	–	125
2021 Q1	$75K	Hold	492	–	–	0.01%	87
2020 Q4	$67K	Sell	492 -434	-47%	-$55.7K	0.01%	90
2020 Q3	$109K	Buy	926 +434	+88%	+$51.5K	0.02%	69
2020 Q2	$55K	Buy	492 +125	+34%	+$13.7K	0.01%	91
2020 Q1	$36K	Hold	367	–	–	0.01%	95
2019 Q4	$50K	Buy	367 +117	+47%	+$15.4K	0.01%	92
2019 Q3	$32K	Hold	250	–	–	0.01%	91
2019 Q2	$32K	Hold	250	–	–	0.01%	110
2019 Q1	$31K	Buy	+250	New	+$30K	0.01%	79