Falcon Wealth Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History

Falcon Wealth Planning’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$236K	Sell
2025 Q2	$226K	Buy
2025 Q1	$206K	Hold
2024 Q4	$203K	Buy
2024 Q3	$207K	Buy