Ratio Wealth Group’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 Q1	$231K	Hold	1,289	–	–	0.04%	73
2023 Q4	$213K	Buy	+1,289	New	+$213K	0.05%	70
2023 Q3	–	Sell	-1,289	Closed	-$203K	–	71
2023 Q2	$203K	Buy	+1,289	New	+$203K	0.05%	64