Tower View Wealth Management’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
2024 Q4	–	Sell	-42	Closed	-$8K	–	210
2024 Q3	$8K	Hold	42	–	–	﹤0.01%	142
2024 Q2	$7.32K	Hold	42	–	–	﹤0.01%	140
2024 Q1	$7.48K	Hold	42	–	–	﹤0.01%	141
2023 Q4	$7K	Buy	42 +1	+2%	+$154	﹤0.01%	136
2023 Q3	$6K	Hold	41	–	–	﹤0.01%	132
2023 Q2	$6K	Hold	41	–	–	﹤0.01%	137
2023 Q1	$6K	Hold	41	–	–	﹤0.01%	127
2022 Q4	$6K	Buy	41 +1	+3%	+$150	﹤0.01%	133
2022 Q3	$5K	Hold	40	–	–	﹤0.01%	137
2022 Q2	$6K	Hold	40	–	–	﹤0.01%	131
2022 Q1	$7K	Hold	40	–	–	﹤0.01%	155
2021 Q4	$7K	Hold	40	–	–	﹤0.01%	165
2021 Q3	$6K	Hold	40	–	–	﹤0.01%	196
2021 Q2	$6K	Hold	40	–	–	﹤0.01%	149
2021 Q1	$6K	Buy	+40	New	+$5.79K	﹤0.01%	157
2019 Q2	–	Sell	-36	Closed	-$4K	–	145
2019 Q1	$4K	Hold	36	–	–	﹤0.01%	123
2018 Q4	$4K	Hold	36	–	–	﹤0.01%	122
2018 Q3	$5K	Buy	+36	New	+$4.52K	﹤0.01%	139