Meridian Financial Partners’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	$207K	Hold	1,065	–	–	0.1%	103
2025 Q1	$200K	Buy	+1,065	New	+$200K	0.1%	104
2024 Q4	–	Sell	-1,111	Closed	-$211K	–	104
2024 Q3	$211K	Buy	+1,111	New	+$211K	0.11%	98