Fiduciary Planning’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$308K	Buy	878 +2	+0.2%	+$702	0.1%	64
2025 Q1	$278K	Buy	876 +2	+0.2%	+$635	0.09%	65
2024 Q4	$292K	Buy	874 +3	+0.3%	+$1K	0.09%	66
2024 Q3	$285K	Hold	871	–	–	0.1%	55
2024 Q2	$269K	Buy	+871	New	+$269K	0.1%	56