CPL
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Capital & Planning LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Capital & Planning LLC’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5
Closed -$2.02K – 107
2024
Q4 		$2.02K Buy
+5
New +$2.02K ﹤0.01% 163