SMI Advisory Services’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	–	Sell	-94,292	Closed	-$16M	–	54
2025 Q1	$16M	Buy	+94,292	New	+$16M	3.61%	7
2021 Q3	–	Sell	-130,754	Closed	-$20.7M	–	30
2021 Q2	$20.7M	Buy	130,754 +7,371	+6%	+$1.17M	8.89%	4
2021 Q1	$18.7M	Buy	+123,383	New	+$18.7M	8.49%	4