Comprehensive Financial Planning’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	$16.5K	Hold	85	–	–	0.01%	205
2025 Q1	$16K	Buy	85 +24	+39%	+$4.52K	0.02%	192
2024 Q4	$11.3K	Buy	+61	New	+$11.3K	0.01%	237