Lucia Wealth Services’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
2019 Q2	–	Sell	-6,863	Closed	-$848K	–	185
2019 Q1	$848K	Sell	6,863 -4,265	-38%	-$527K	0.29%	72
2018 Q4	$1.24M	Buy	+11,128	New	+$1.24M	0.58%	42