Stonebridge Financial 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
2025 Q1	–	Sell	-27	Closed	-$5K	–	1021
2024 Q4	$5K	Buy	+27	New	+$5K	﹤0.01%	677