Riverbend 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
2025 Q2	$334K	Buy	1,721 +1	+0.1%	+$194	0.25%	98
2025 Q1	$324K	Sell	1,720 -34	-2%	-$6.4K	0.29%	91
2024 Q4	$325K	Buy	+1,754	New	+$325K	0.29%	87