SC&H Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$460K	Buy	2,154 +6	+0.3%	+$1.31K	0.07%	96
2025 Q4	$452K	Sell	2,148 -493	-19%	-$102K	0.07%	94
2025 Q3	$538K	Buy	2,641 +6	+0.2%	+$1.19K	0.09%	88
2025 Q2	$512K	Buy	2,635 +5	+0.2%	+$926	0.09%	88
2025 Q1	$495K	Buy	2,630 +5	+0.2%	+$952	0.1%	89
2024 Q4	$486K	Buy	2,625 +6	+0.2%	+$1.15K	0.1%	90
2024 Q3	$497K	Buy	2,619 +7	+0.3%	+$1.27K	0.11%	90
2024 Q2	$456K	Buy	2,612 +5	+0.2%	+$874	0.11%	88
2024 Q1	$467K	Buy	2,607 +5	+0.2%	+$846	0.12%	91
2023 Q4	$430K	Buy	2,602 +14	+0.5%	+$2.16K	0.12%	95
2023 Q3	$393K	Hold	2,588	–	–	0.13%	100
2023 Q2	$408K	Buy	2,588 +5	+0.2%	+$764	0.14%	101
2023 Q1	$393K	Buy	2,583 +5	+0.2%	+$772	0.14%	99
2022 Q4	$391K	Buy	2,578 +8	+0.3%	+$1.2K	0.16%	95
2022 Q3	$350K	Buy	2,570 +10	+0.4%	+$1.5K	0.18%	96
2022 Q2	$371K	Sell	2,560 -98	-4%	-$15.3K	0.17%	99
2022 Q1	$441K	Buy	+2,658	New	+$437K	0.21%	96