Peak 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
2023 Q2	–	Sell	-2,284	Closed	-$348K	–	72
2023 Q1	$348K	Hold	2,284	–	–	0.29%	40
2022 Q4	$346K	Hold	2,284	–	–	0.32%	41
2022 Q3	$311K	Buy	+2,284	New	+$311K	0.38%	41