SRH Advisors’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	$71.9K	Hold	370	–	–	0.02%	105
2025 Q1	$69.6K	Hold	370	–	–	0.02%	105
2024 Q4	$68.5K	Hold	370	–	–	0.02%	110
2024 Q3	$70.2K	Hold	370	–	–	0.02%	108
2024 Q2	$64.6K	Hold	370	–	–	0.02%	109
2024 Q1	$66.3K	Hold	370	–	–	0.02%	113
2023 Q4	$61.1K	Hold	370	–	–	0.02%	113
2023 Q3	$56.2K	Hold	370	–	–	0.03%	106
2023 Q2	$56.3K	Hold	370	–	–	0.03%	107
2023 Q1	$56K	Hold	370	–	–	0.03%	107
2022 Q4	$56K	Hold	370	–	–	0.03%	109
2022 Q3	$50K	Hold	370	–	–	0.07%	112
2022 Q2	$54K	Hold	370	–	–	0.07%	113
2022 Q1	$61K	Hold	370	–	–	0.07%	120
2021 Q4	$62K	Hold	370	–	–	0.07%	123
2021 Q3	$58K	Hold	370	–	–	0.07%	118
2021 Q2	$59K	Hold	370	–	–	0.07%	114
2021 Q1	$56K	Hold	370	–	–	0.08%	108
2020 Q4	$51K	Hold	370	–	–	0.08%	110
2020 Q3	$44K	Hold	370	–	–	0.08%	104
2020 Q2	$42K	Hold	370	–	–	0.1%	90
2020 Q1	$37K	Hold	370	–	–	0.1%	86
2019 Q4	$51K	Hold	370	–	–	0.16%	79
2019 Q3	$47K	Hold	370	–	–	0.16%	81
2019 Q2	$47K	Hold	370	–	–	0.16%	82
2019 Q1	$46K	Hold	370	–	–	0.16%	83
2018 Q4	$41K	Sell	370 -360	-49%	-$39.9K	0.16%	85
2018 Q3	$92K	Hold	730	–	–	0.32%	62
2018 Q2	$89K	Hold	730	–	–	0.33%	61
2018 Q1	$88K	Buy	730 +370	+103%	+$44.6K	0.35%	57
2017 Q4	$45K	Hold	360	–	–	0.18%	80
2017 Q3	$43K	Buy	+360	New	+$43K	0.18%	82