Lodestar Private Asset 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	$456K	Sell	2,347 -96	-4%	-$18.6K	0.05%	148
2025 Q1	$460K	Buy	2,443 +5	+0.2%	+$941	0.06%	145
2024 Q4	$451K	Buy	2,438 +240	+11%	+$44.4K	0.06%	146
2024 Q3	$417K	Buy	2,198 +6	+0.3%	+$1.14K	0.05%	153
2024 Q2	$382K	Buy	+2,192	New	+$382K	0.05%	154