Lyell 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	-1,320	Closed	-$244K	–	207
2024 Q4	$244K	Buy	+1,320	New	+$244K	0.02%	186
2021 Q3	–	Sell	-2,188	Closed	-$347K	–	185
2021 Q2	$347K	Buy	2,188 +208	+11%	+$33K	0.04%	157
2021 Q1	$300K	Buy	+1,980	New	+$300K	0.04%	154