MBL Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$990K	Hold	4,634	–	–	0.08%	126
2025 Q4	$975K	Buy	4,634 +2,800	+153%	+$578K	0.08%	122
2025 Q3	$373K	Hold	1,834	–	–	0.03%	181
2025 Q2	$356K	Hold	1,834	–	–	0.03%	173
2025 Q1	$345K	Sell	1,834 -10	-0.5%	-$1.9K	0.04%	164
2024 Q4	$341K	Hold	1,844	–	–	0.03%	161
2024 Q3	$350K	Hold	1,844	–	–	0.04%	150
2024 Q2	$322K	Hold	1,844	–	–	0.04%	157
2024 Q1	$330K	Hold	1,844	–	–	0.04%	148
2023 Q4	$305K	Hold	1,844	–	–	0.04%	136
2023 Q3	$280K	Hold	1,844	–	–	0.04%	143
2023 Q2	$291K	Sell	1,844 -150	-8%	-$22.9K	0.04%	138
2023 Q1	$304K	Sell	1,994 -25	-1%	-$3.86K	0.05%	125
2022 Q4	$306K	Sell	2,019 -48	-2%	-$7.18K	0.06%	127
2022 Q3	$281K	Buy	2,067 +223	+12%	+$33.5K	0.06%	126
2022 Q2	$267K	Hold	1,844	–	–	0.07%	115
2022 Q1	$306K	Buy	+1,844	New	+$303K	0.07%	131
2021 Q1	$282K	Sell	1,859 -30	-2%	-$4.34K	0.1%	120
2020 Q4	$258K	Buy	+1,889	New	+$242K	0.1%	109