Partnership 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
2024 Q4	–	Sell	-132	Closed	-$25K	–	124
2024 Q3	$25K	Sell	132 -39	-23%	-$7.39K	0.02%	138
2024 Q2	$29.8K	Buy	171 +1	+0.6%	+$174	0.02%	163
2024 Q1	$30.5K	Hold	170	–	–	0.02%	163
2023 Q4	$28K	Buy	+170	New	+$28K	0.02%	162