Moulton 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	-1,846	Closed	-$342K	–	36
2024 Q4	$342K	Buy	+1,846	New	+$342K	0.26%	39