Triad Wealth Partners’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	$298K	Hold	1,536	–	–	0.06%	218
2025 Q1	$289K	Sell	1,536 -145	-9%	-$27.3K	0.09%	168
2024 Q4	$311K	Buy	+1,681	New	+$311K	0.11%	131
2024 Q3	–	Sell	-145	Closed	-$25.3K	–	471
2024 Q2	$25.3K	Buy	+145	New	+$25.3K	0.01%	312