Financial Life Planners’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
$402K Buy
2,072
+9
+0.4% +$1.75K 0.33% 38
2025
Q1
$388K Buy
2,063
+141
+7% +$26.5K 0.38% 34
2024
Q4
$356K Buy
+1,922
New +$356K 0.3% 37