Magnolia Private Wealth’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	$837K	Sell	4,308 -246	-5%	-$47.8K	0.65%	40
2025 Q1	$857K	Sell	4,554 -9	-0.2%	-$1.69K	0.71%	33
2024 Q4	$845K	Buy	+4,563	New	+$845K	0.73%	33