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

Falcon Wealth Planning’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$226K Buy
1,166
+71
+6% +$13.8K 0.02% 162
2025
Q1 		$206K Hold
1,095
– – 0.02% 160
2024
Q4 		$203K Buy
1,095
+4
+0.4% +$740 0.02% 158
2024
Q3 		$207K Buy
+1,091
New +$207K 0.02% 146