Moisand Fitzgerald Tamayo’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	$148K	Hold	763	–	–	0.02%	131
2025 Q1	$144K	Sell	763 -117	-13%	-$22K	0.02%	128
2024 Q4	$163K	Hold	880	–	–	0.02%	123
2024 Q3	$167K	Hold	880	–	–	0.02%	122
2024 Q2	$154K	Hold	880	–	–	0.02%	118
2024 Q1	$158K	Hold	880	–	–	0.02%	115
2023 Q4	$145K	Hold	880	–	–	0.03%	114
2023 Q3	$134K	Sell	880 -63	-7%	-$9.57K	0.03%	119
2023 Q2	$149K	Hold	943	–	–	0.03%	111
2023 Q1	$144K	Hold	943	–	–	0.03%	114
2022 Q4	$143K	Hold	943	–	–	0.03%	111
2022 Q3	$128K	Hold	943	–	–	0.04%	112
2022 Q2	$137K	Buy	+943	New	+$137K	0.04%	110
2022 Q1	–	Sell	-943	Closed	-$158K	–	583
2021 Q4	$158K	Hold	943	–	–	0.04%	97
2021 Q3	$148K	Hold	943	–	–	0.05%	97
2021 Q2	$150K	Hold	943	–	–	0.05%	93
2021 Q1	$143K	Sell	943 -12	-1%	-$1.82K	0.06%	87
2020 Q4	$131K	Buy	955 +12	+1%	+$1.65K	0.06%	88
2020 Q3	$111K	Hold	943	–	–	0.06%	88
2020 Q2	$106K	Hold	943	–	–	0.06%	88
2020 Q1	$94K	Hold	943	–	–	0.06%	87
2019 Q4	$129K	Hold	943	–	–	0.07%	88
2019 Q3	$121K	Hold	943	–	–	0.07%	88
2019 Q2	$120K	Hold	943	–	–	0.07%	88
2019 Q1	$116K	Hold	943	–	–	0.06%	90
2018 Q4	$105K	Hold	943	–	–	0.07%	90
2018 Q3	$119K	Hold	943	–	–	0.07%	90
2018 Q2	$114K	Hold	943	–	–	0.07%	90
2018 Q1	$113K	Hold	943	–	–	0.07%	93
2017 Q4	$117K	Hold	943	–	–	0.07%	82
2017 Q3	$112K	Buy	+943	New	+$112K	0.07%	85
2016 Q2	–	Sell	-1,093	Closed	-$108K	–	119
2016 Q1	$108K	Hold	1,093	–	–	0.09%	66
2015 Q4	$107K	Buy	+1,093	New	+$107K	0.09%	67