McGlone Suttner 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	-13,385	Closed	-$2.48M	–	196
2024 Q4	$2.48M	Buy	+13,385	New	+$2.48M	0.41%	26