Valley Forge Investment Consultants’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
2023 Q1	–	Sell	-1,523	Closed	-$231K	–	75
2022 Q4	$231K	Hold	1,523	–	–	0.12%	62
2022 Q3	$207K	Hold	1,523	–	–	0.11%	66
2022 Q2	$221K	Hold	1,523	–	–	0.11%	64
2022 Q1	$253K	Hold	1,523	–	–	0.1%	64
2021 Q4	$256K	Buy	+1,523	New	+$256K	0.11%	63