Watts Gwilliam & Co’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	$3.75M	Sell	19,907 -170	-0.8%	-$32K	0.81%	30
2024 Q4	$3.73M	Buy	20,077 +249	+1%	+$46.3K	0.79%	32
2024 Q3	$3.74M	Buy	+19,828	New	+$3.74M	0.81%	25
2024 Q1	$3.54M	Buy	+19,950	New	+$3.54M	1.09%	19