MJP Associates’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	$35.3M	Buy	+181,897	New	+$35.3M	5.24%	6
2025 Q1	–	Sell	-1,544	Closed	-$286K	–	240
2024 Q4	$286K	Buy	1,544 +8	+0.5%	+$1.48K	0.05%	173
2024 Q3	$292K	Buy	+1,536	New	+$292K	0.06%	161