New England Capital Financial Advisors’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	$45.1K	Hold	232	–	–	0.02%	124
2025 Q1	$43.7K	Hold	232	–	–	0.02%	120
2024 Q4	$43K	Hold	232	–	–	0.02%	122
2024 Q3	$44K	Hold	232	–	–	0.02%	119
2024 Q2	$40.5K	Buy	+232	New	+$40.5K	0.02%	125