Vaughan David Investments’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	$206K	Hold	1,063	–	–	﹤0.01%	227
2025 Q1	$200K	Buy	+1,063	New	+$200K	﹤0.01%	212
2024 Q1	–	Sell	-1,467	Closed	-$242K	–	221
2023 Q4	$242K	Buy	+1,467	New	+$242K	0.01%	190