QTR Family Wealth’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	$249K	Buy	1,280 +2	+0.2%	+$388	0.15%	142
2025 Q1	$241K	Buy	+1,278	New	+$241K	0.18%	137