Waypoint Wealth Counsel’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	-3,250	Closed	-$493K	–	96
2022 Q4	$493K	Buy	+3,250	New	+$493K	0.4%	52