Marshall & Sterling Wealth Advisors’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	$211K	Sell	1,092 -276	-20%	-$53.4K	0.14%	79
2025 Q1	$257K	Sell	1,368 -380	-22%	-$71.5K	0.18%	74
2024 Q4	$324K	Buy	+1,748	New	+$324K	0.22%	68