Michels Family Financial’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	$761K	Buy	3,918 +4	+0.1%	+$777	0.65%	45
2025 Q1	$737K	Sell	3,914 -20	-0.5%	-$3.76K	0.67%	45
2024 Q4	$728K	Buy	+3,934	New	+$728K	0.67%	42