Essential 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 Q1	–	Sell	-43,163	Closed	-$8.28M	–	190
2024 Q4	$8.28M	Buy	+43,163	New	+$8.28M	0.05%	89